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 | $81,580 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $9,252 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,584 | $102,553+12.7% | $151,611-23.8% | $66,914+72.7% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.5%+6.7pp | 69.8%+24.4pp |
| Annual return | -18.39% | -10.82%-7.6pp | 3.33%-21.7pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,091 | $4,180-26.0% | $6,166-49.9% | $2,544+21.5% |
| Participant deferral / active EE | $4,454 | $6,641-32.9% | $8,363-46.7% | $4,237+5.1% |
| Admin fee / account holder | $551 | $630-12.4% | $11,616-95.3% | $593-7.1% |