Filed August 10, 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 Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 92121 | Advisory (Plan) | $11,310 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $2,083 |
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 | $57,778 | $70,002-17.5% | $115,037-49.8% | $52,331+10.4% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | -0.29% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $3,522 | $2,715+29.7% | $4,608-23.6% | $1,882+87.2% |
| Participant deferral / active EE | $8,355 | $4,920+69.8% | $6,026+38.6% | $3,022+176.5% |
| Admin fee / account holder | $9 | $566-98.4% | $8,175-99.9% | $592-98.4% |