Filed June 20, 1995
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 Filed as: LION STREET FINANCIAL LLC Service code 55 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Other Commissions | $15,013 |
WIDMER ROEL PC5+ years Service code 10 · EIN 45-0334950 4334 18TH AVE S STE 101 · FARGO, ND 58103 | Accounting | $10,617 |
GOLDLEAF PARTNERS5+ years Service code 13 · EIN 45-0514557 P.O. BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $9,397 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,687 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $950 |
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 | $44,054 | $65,376-32.6% | $87,100-49.4% | $65,185-32.4% |
| Participation rate | 91.4% | 75.3%+16.0pp | 76.9%+14.5pp | 70.2%+21.2pp |
| Annual return | 21.47% | 31.27%-9.8pp | 28.19%-6.7pp | 29.38%-7.9pp |
| Employer contribution / active EE | $825 | $1,822-54.7% | $2,521-67.3% | $2,177-62.1% |
| Participant deferral / active EE | $2,403 | $3,388-29.1% | $4,049-40.7% | $3,514-31.6% |
| Admin fee / account holder | $108 | $520-79.2% | $7,497-98.6% | $847-87.2% |