Filed September 11, 2008
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 55 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Other Commissions | $16,587 |
WIPFLI LLP2+ years Service code 13 | Contract Administrator | $7,037 |
WIPFLI LLP3+ years Filed as: WIPFLI Service code 14 · EIN 39-0758449 11 SCOTT ST · WAUSAU, WI 54403 | Plan Administrator | $2,222 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,198 | $71,1920% | $117,854-39.6% | $62,292+14.3% |
| Participation rate | 58.1% | 74.2%-16.1pp | 79.7%-21.6pp | 69.5%-11.4pp |
| Annual return | 15.11% | 18.66%-3.5pp | 335.08%-320.0pp | 28.90%-13.8pp |
| Employer contribution / active EE | $1,316 | $1,934-31.9% | $3,786-65.2% | $2,042-35.6% |
| Participant deferral / active EE | $2,480 | $3,189-22.2% | $4,482-44.7% | $3,169-21.7% |
| Admin fee / account holder | $23 | $587-96.0% | $8,020-99.7% | $479-95.1% |