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 FINANCIAL4+ years Service code 28 · EIN 04-3046611 | Investment Management | $32,979 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $28,936 |
Form 5500 reported that benefits due were not provided when due.
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 | $44,496 | $70,083-36.5% | $59,878-25.7% | $55,725-20.2% |
| Participation rate | 96.9% | 78.4%+18.6pp | 74.7%+22.2pp | 70.9%+26.1pp |
| Annual return | -3.64% | 3.13%-6.8pp | 3.46%-7.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,376 | $2,878-52.2% | $2,722-49.4% | $2,078-33.8% |
| Participant deferral / active EE | $1,925 | $3,079-37.5% | $3,402-43.4% | $3,356-42.6% |
| Admin fee / account holder | $134 | $70+90.6% | $3,590-96.3% | $115+16.4% |