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 FINANCIAL4+ 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 | $141,263 | $73,404+92.4% | $87,100+62.2% | $67,579+109.0% |
| Participation rate | 91.4% | 80.9%+10.6pp | 76.9%+14.6pp | 71.3%+20.2pp |
| Annual return | 22.49% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,764 | $2,014+37.3% | $2,521+9.6% | $2,148+28.7% |
| Participant deferral / active EE | $5,518 | $3,913+41.0% | $4,049+36.3% | $3,539+55.9% |
| Admin fee / account holder | $125 | $142-11.6% | $7,497-98.3% | $142-12.0% |