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 FINANCIAL5 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $44,602 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,190 |
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 | $126,883 | $76,670+65.5% | $96,683+31.2% | $71,457+77.6% |
| Participation rate | 95.1% | 66.6%+28.5pp | 74.3%+20.7pp | 67.9%+27.2pp |
| Annual return | 15.73% | 48.29%-32.6pp | 35.69%-20.0pp | 28.85%-13.1pp |
| Employer contribution / active EE | $5,002 | $3,031+65.0% | $3,737+33.9% | $2,588+93.3% |
| Participant deferral / active EE | $5,427 | $3,771+43.9% | $4,878+11.3% | $4,289+26.5% |
| Admin fee / account holder | $331 | $2,028-83.7% | $6,730-95.1% | $1,587-79.2% |