Filed January 14, 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 FINANCIAL2 years Service code 99 · EIN 04-3046611 1077 BAXTER STREET SUITE 600 · ATHENS, GA 30606 | Other Fees | $32,674 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,144 | $98,982-42.3% | $162,163-64.8% | $65,185-12.3% |
| Participation rate | 87.3% | 85.8%+1.6pp | 87.6%-0.2pp | 70.2%+17.1pp |
| Annual return | 22.66% | 24.84%-2.2pp | 115.59%-92.9pp | 29.38%-6.7pp |
| Employer contribution / active EE | $1,250 | $3,467-63.9% | $5,614-77.7% | $2,177-42.6% |
| Participant deferral / active EE | $3,663 | $5,384-32.0% | $7,298-49.8% | $3,514+4.2% |
| Admin fee / account holder | $236 | $596-60.4% | $10,843-97.8% | $847-72.1% |