Filed July 19, 1994
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 · EIN 04-3046611 | Advisory (Plan) | $62,496 |
BKD, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $16,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,346 | $54,121-32.8% | $134,143-72.9% | $73,409-50.5% |
| Participation rate | 85.6% | 64.4%+21.3pp | 72.2%+13.5pp | 72.2%+13.5pp |
| Annual return | 16.28% | -312.52%+328.8pp | 36.33%-20.1pp | 59.29%-43.0pp |
| Employer contribution / active EE | $646 | $1,402-53.9% | $3,704-82.6% | $2,234-71.1% |
| Participant deferral / active EE | $2,822 | $2,844-0.8% | $3,499-19.3% | $3,805-25.8% |
| Admin fee / account holder | $83 | $132-37.2% | $6,684-98.8% | $158-47.3% |