Filed June 6, 2003
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 FINANCIAL3+ years Service code 16 · EIN 04-3046611 | Consulting | $96,128 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $55,006 |
BAKER TILLY US, LLP3+ years Filed as: MONTGOMERY COSCIA GREILICH LLP Service code 10 · EIN 75-2919818 | Accounting | $20,072 |
SHEPPARD MULLIN1 year Service code 17 · EIN 95-1463164 | Pension Consulting | $14,547 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$44,242 |
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 | $41,459 | $77,180-46.3% | $117,854-64.8% | $177,276-76.6% |
| Participation rate | 88.2% | 85.8%+2.4pp | 79.7%+8.5pp | 74.8%+13.3pp |
| Annual return | 21.74% | 20.91%+0.8pp | 335.08%-313.3pp | 21.25%+0.5pp |
| Employer contribution / active EE | $756 | $1,992-62.1% | $3,786-80.0% | $2,479-69.5% |
| Participant deferral / active EE | $3,409 | $3,956-13.8% | $4,482-23.9% | $3,881-12.2% |
| Admin fee / account holder | $16 | $54-70.3% | $8,020-99.8% | $154-89.5% |