Filed January 17, 2006
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 2 CARLSON PARKWAY N SUITE 155 · PLYMOUTH, MN 554474474 | Other Commissions | $7,137 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 13 · EIN 41-0955056 7300 METRO BLVD, SUITE 450 · EDINA, MN 554392358 | Contract Administrator | $200 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $100 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,954 | $74,089-16.4% | $133,980-53.8% | $55,167+12.3% |
| Participation rate | 91.2% | 84.3%+6.9pp | 87.1%+4.2pp | 69.0%+22.2pp |
| Annual return | 3.75% | 12.11%-8.4pp | 29.30%-25.5pp | 169.23%-165.5pp |
| Employer contribution / active EE | $1,557 | $3,064-49.2% | $5,211-70.1% | $1,963-20.7% |
| Participant deferral / active EE | $4,032 | $4,678-13.8% | $6,282-35.8% | $3,054+32.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |