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 FINANCIAL4+ years Service code 55 9785 TOWNE CTR DR · SAN DIEGO, CA 92121 | Other Commissions | $19,018 |
WIPFLI LLP3+ years Service code 13 | Contract Administrator | $4,546 |
BIG SKY RETIREMENT INC1 year Service code 13 | Contract Administrator | $4,021 |
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 | $55,336 | $66,302-16.5% | $110,238-49.8% | $56,287-1.7% |
| Participation rate | 69.6% | 74.9%-5.3pp | 79.8%-10.3pp | 69.9%-0.3pp |
| Annual return | -6.54% | -1.18%-5.4pp | 314.74%-321.3pp | -9.96%+3.4pp |
| Employer contribution / active EE | $1,395 | $2,047-31.9% | $3,826-63.5% | $2,111-33.9% |
| Participant deferral / active EE | $2,634 | $3,381-22.1% | $4,672-43.6% | $3,350-21.4% |
| Admin fee / account holder | $14 | $698-98.1% | $8,547-99.8% | $521-97.4% |