Filed October 19, 2004 (most recent of 2 filings on file)
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 - RP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $49,999 |
THE VANGUARD GROUP, INC.1+ years Filed as: THE VANGUARD GROUP, INC Service code 15 · EIN 23-1945930 | Recordkeeping | $3,300 |
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 | $121,842 | $57,096+113.4% | $94,224+29.3% | $55,191+120.8% |
| Participation rate | 94.8% | 75.7%+19.1pp | 78.8%+16.0pp | 69.2%+25.6pp |
| Annual return | -0.68% | 159.65%-160.3pp | 10.68%-11.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,131 | $1,708+24.8% | $3,587-40.6% | $1,899+12.2% |
| Participant deferral / active EE | $6,639 | $3,165+109.8% | $4,320+53.7% | $3,046+117.9% |
| Admin fee / account holder | $93 | $89+4.4% | $6,269-98.5% | $91+2.6% |