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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $47,085 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $20,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,055 | $64,119+110.6% | $112,228+20.3% | $66,914+101.8% |
| Participation rate | 89.8% | 68.5%+21.3pp | 75.1%+14.7pp | 69.8%+20.0pp |
| Annual return | -15.80% | -13.81%-2.0pp | 27.45%-43.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $6,089 | $3,005+102.6% | $3,635+67.5% | $2,544+139.3% |
| Participant deferral / active EE | $6,532 | $3,693+76.9% | $4,728+38.2% | $4,237+54.2% |
| Admin fee / account holder | $419 | $625-32.9% | $6,410-93.5% | $593-29.3% |