Filed April 18, 2001
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 |
|---|---|---|
COMPTON FINANCIAL GROUP4 years Service code 27 | Advisory (Plan) | $32,037 |
THE VANGUARD GROUP, INC.4 years Service code 64 | Recordkeeping Fees | $10,235 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 | Recordkeeping | $0 |
LPL FINANCIAL4 years Service code 51 | Investment Mgmt Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,246 | $65,061+3.4% | $143,757-53.2% | $66,914+0.5% |
| Participation rate | 71.5% | 65.2%+6.3pp | 80.3%-8.8pp | 69.8%+1.7pp |
| Annual return | -15.01% | -11.14%-3.9pp | -0.04%-15.0pp | 1.58%-16.6pp |
| Employer contribution / active EE | $2,656 | $2,361+12.5% | $4,951-46.4% | $2,544+4.4% |
| Participant deferral / active EE | $6,418 | $2,919+119.9% | $5,637+13.9% | $4,237+51.5% |
| Admin fee / account holder | $315 | $502-37.3% | $14,673-97.9% | $593-46.9% |