Filed September 10, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 | Other Commissions | $29,140 |
CARON & BLETZER, PLLC1+ years Service code 10 · EIN 04-3499945 | Accounting | $9,015 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INV MGMT, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,770 | $70,002-0.3% | $115,037-39.3% | $52,331+33.3% |
| Participation rate | 84.3% | 72.1%+12.2pp | 81.4%+2.9pp | 68.1%+16.2pp |
| Annual return | -0.45% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,758 | $2,715-35.2% | $4,608-61.8% | $1,882-6.6% |
| Participant deferral / active EE | $8,054 | $4,920+63.7% | $6,026+33.6% | $3,022+166.5% |
| Admin fee / account holder | $46 | $566-92.0% | $8,175-99.4% | $592-92.3% |