Filed December 19, 1997
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 FINANCIAL2+ years Service code 16 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Consulting | $45,000 |
PGIM INVESTMENTS1 year Service code 99 | Other Fees | $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 | $126,331 | $69,305+82.3% | $82,313+53.5% | $69,631+81.4% |
| Participation rate | 97.3% | 80.3%+17.0pp | 76.9%+20.4pp | 70.7%+26.6pp |
| Annual return | 18.86% | 21.47%-2.6pp | 25.88%-7.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $2,503 | $1,887+32.7% | $2,428+3.1% | $2,032+23.2% |
| Participant deferral / active EE | $4,868 | $3,568+36.4% | $3,706+31.4% | $3,224+51.0% |
| Admin fee / account holder | $133 | $97+36.7% | $5,608-97.6% | $110+20.3% |