Filed June 9, 1998
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 Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 509026 · SAN DIEGO, CA 921509026 | Advisory (Plan) | $88,417 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $60,569 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,696 |
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 | $102,960 | $88,324+16.6% | $115,037-10.5% | $55,191+86.5% |
| Participation rate | 98.3% | 72.5%+25.7pp | 81.4%+16.9pp | 69.2%+29.1pp |
| Annual return | 1.28% | 6.30%-5.0pp | 26.14%-24.9pp | 10.78%-9.5pp |
| Employer contribution / active EE | $8,166 | $2,805+191.1% | $4,608+77.2% | $1,899+330.1% |
| Participant deferral / active EE | $9,692 | $5,042+92.2% | $6,026+60.8% | $3,046+218.2% |
| Admin fee / account holder | $210 | $105+99.0% | $8,175-97.4% | $91+131.0% |