Filed April 12, 2005
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 28 · EIN 04-3046611 | Investment Management | $30,617 |
TIAA1+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $17,016 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,265 | $67,166-44.5% | $57,343-35.0% | $55,191-32.5% |
| Participation rate | 98.7% | 77.7%+21.0pp | 75.1%+23.6pp | 69.2%+29.5pp |
| Annual return | 0.66% | 4.22%-3.6pp | 24.39%-23.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,341 | $2,812-52.3% | $2,689-50.1% | $1,899-29.4% |
| Participant deferral / active EE | $1,883 | $2,835-33.6% | $3,162-40.4% | $3,046-38.2% |
| Admin fee / account holder | $106 | $44+143.6% | $3,356-96.8% | $91+16.9% |