Filed January 6, 2006
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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $25,496 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,735 |
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 | $55,420 | $52,293+6.0% | $178,490-69.0% | $73,409-24.5% |
| Participation rate | 60.5% | 65.3%-4.8pp | 81.9%-21.4pp | 72.2%-11.7pp |
| Annual return | 12.94% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $931 | $1,735-46.4% | $5,011-81.4% | $2,234-58.3% |
| Participant deferral / active EE | $2,906 | $2,332+24.6% | $5,202-44.1% | $3,805-23.6% |
| Admin fee / account holder | $156 | $127+22.6% | $13,984-98.9% | $158-1.1% |