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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $37,723 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,909 |
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 | $69,464 | $56,485+23.0% | $185,823-62.6% | $86,799-20.0% |
| Participation rate | 53.2% | 65.5%-12.3pp | 81.7%-28.5pp | 72.3%-19.1pp |
| Annual return | 13.29% | 118.04%-104.7pp | 122.05%-108.8pp | 97.91%-84.6pp |
| Employer contribution / active EE | $905 | $1,843-50.9% | $5,167-82.5% | $2,405-62.4% |
| Participant deferral / active EE | $2,893 | $2,553+13.3% | $5,568-48.0% | $4,131-30.0% |
| Admin fee / account holder | $206 | $150+37.5% | $16,237-98.7% | $170+21.3% |