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 FINANCIAL7 years Filed as: LPL FINANCIAL, LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $53,552 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $19,558 |
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 | $138,308 | $86,944+59.1% | $107,525+28.6% | $74,304+86.1% |
| Participation rate | 91.5% | 59.6%+32.0pp | 75.1%+16.5pp | 60.3%+31.2pp |
| Annual return | 15.27% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $4,001 | $2,757+45.1% | $3,754+6.6% | $2,241+78.5% |
| Participant deferral / active EE | $6,284 | $3,554+76.8% | $5,116+22.8% | $3,767+66.8% |
| Admin fee / account holder | $430 | $3,727-88.5% | $8,919-95.2% | $2,969-85.5% |