Filed July 13, 2004
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 FINANCIAL3 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $61,445 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,134 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,190 | $77,660+99.8% | $109,143+42.2% | $79,386+95.5% |
| Participation rate | 88.9% | 67.8%+21.1pp | 75.9%+13.0pp | 70.7%+18.2pp |
| Annual return | 13.26% | 23.44%-10.2pp | 25.75%-12.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $4,437 | $2,797+58.6% | $3,722+19.2% | $2,427+82.8% |
| Participant deferral / active EE | $6,283 | $3,518+78.6% | $4,653+35.0% | $4,046+55.3% |
| Admin fee / account holder | $512 | $732-30.1% | $6,752-92.4% | $626-18.3% |