Filed January 1, 2003
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 year Filed as: KMS FINANCIAL SERVICES INC Service code 55 · EIN 91-0850651 | Other Commissions | $3,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
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 | $50,812 | $58,828-13.6% | $77,999-34.9% | $62,891-19.2% |
| Participation rate | 80.0% | 71.1%+8.9pp | 75.5%+4.5pp | 69.3%+10.7pp |
| Annual return | 6.71% | 17.16%-10.4pp | 425.96%-419.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,018 | $1,672-39.1% | $2,470-58.8% | $2,281-55.4% |
| Participant deferral / active EE | $2,317 | $2,686-13.7% | $3,497-33.7% | $3,203-27.6% |
| Admin fee / account holder | $16 | $4,393-99.6% | $5,480-99.7% | $4,296-99.6% |