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 FINANCIAL3+ years Service code 16 · EIN 04-3046611 RP COMPENSATION PROCESSING · SAN DIEGO, CA 92150 | Consulting | $45,000 |
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 | $117,644 | $78,852+49.2% | $76,768+53.2% | $75,289+56.3% |
| Participation rate | 93.7% | 85.0%+8.7pp | 77.0%+16.7pp | 72.4%+21.3pp |
| Annual return | -3.55% | -1.29%-2.3pp | 2.43%-6.0pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,473 | $2,794-11.5% | $2,485-0.5% | $2,405+2.8% |
| Participant deferral / active EE | $5,049 | $4,800+5.2% | $3,852+31.1% | $3,739+35.0% |
| Admin fee / account holder | $124 | $79+56.5% | $6,675-98.1% | $102+20.8% |