Filed September 28, 1992
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 |
|---|---|---|
Filed as: OLSEN THIELEN & CO LTD Service code 10 · EIN 41-1360831 | Accounting | $41,100 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 80-0946231 | Consulting | $39,461 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,327 | $79,519-27.9% | $95,952-40.3% | $73,409-21.9% |
| Participation rate | 94.4% | 81.2%+13.3pp | 77.1%+17.4pp | 72.2%+22.3pp |
| Annual return | 20.46% | 19.20%+1.3pp | 91.61%-71.2pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,740 | $2,048-15.0% | $2,541-31.5% | $2,234-22.1% |
| Participant deferral / active EE | $4,240 | $4,138+2.5% | $4,167+1.8% | $3,805+11.4% |
| Admin fee / account holder | $192 | $184+4.0% | $6,795-97.2% | $158+21.4% |