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 FINANCIAL3 years Service code 16 · EIN 04-3046611 | Consulting | $11,365 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $6,851 |
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 | $81,892 | $72,137+13.5% | $142,449-42.5% | $71,457+14.6% |
| Participation rate | 98.5% | 71.7%+26.8pp | 76.8%+21.7pp | 67.9%+30.6pp |
| Annual return | 12.50% | 21.15%-8.7pp | 19.99%-7.5pp | 28.85%-16.3pp |
| Employer contribution / active EE | $5,457 | $3,793+43.9% | $4,847+12.6% | $2,588+110.9% |
| Participant deferral / active EE | $6,631 | $5,280+25.6% | $6,283+5.5% | $4,289+54.6% |
| Admin fee / account holder | $76 | $1,433-94.7% | $10,011-99.2% | $1,587-95.2% |