Filed December 29, 2000
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 FINANCIAL2 years Service code 16 · EIN 04-3046611 | Consulting | $8,690 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $4,175 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,730 | $64,871+10.6% | $129,110-44.4% | $66,914+7.2% |
| Participation rate | 98.4% | 74.0%+24.4pp | 77.3%+21.1pp | 69.8%+28.6pp |
| Annual return | -20.04% | -12.21%-7.8pp | -10.94%-9.1pp | 1.58%-21.6pp |
| Employer contribution / active EE | $6,072 | $3,741+62.3% | $5,052+20.2% | $2,544+138.7% |
| Participant deferral / active EE | $7,290 | $5,090+43.2% | $6,542+11.4% | $4,237+72.1% |
| Admin fee / account holder | $70 | $629-88.9% | $14,302-99.5% | $593-88.2% |