Filed April 28, 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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,240 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,515 | $109,881-42.2% | $150,045-57.7% | $84,808-25.1% |
| Participation rate | 98.7% | 76.1%+22.6pp | 82.3%+16.4pp | 68.3%+30.4pp |
| Annual return | 20.12% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $4,121 | $3,561+15.7% | $4,693-12.2% | $2,631+56.6% |
| Participant deferral / active EE | $8,095 | $6,636+22.0% | $7,997+1.2% | $4,212+92.2% |
| Admin fee / account holder | $219 | $8,568-97.4% | $13,435-98.4% | $7,344-97.0% |