Filed August 23, 2002
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,057 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $9,472 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,957 | $136,307-1.7% | $177,821-24.7% | $73,488+82.3% |
| Participation rate | 96.1% | 86.1%+10.0pp | 87.7%+8.4pp | 70.7%+25.4pp |
| Annual return | 20.31% | 18.68%+1.6pp | 48.32%-28.0pp | 28.51%-8.2pp |
| Employer contribution / active EE | $2,688 | $3,712-27.6% | $5,918-54.6% | $2,270+18.4% |
| Participant deferral / active EE | $3,796 | $5,829-34.9% | $7,714-50.8% | $3,740+1.5% |
| Admin fee / account holder | $561 | $596-5.8% | $12,427-95.5% | $513+9.3% |