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 FINANCIAL3 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $38,185 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,304 | $46,292+23.8% | $143,757-60.1% | $64,808-11.6% |
| Participation rate | 48.9% | 64.2%-15.3pp | 80.3%-31.4pp | 71.5%-22.6pp |
| Annual return | -13.87% | -10.05%-3.8pp | -0.04%-13.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $836 | $1,910-56.2% | $4,951-83.1% | $2,506-66.6% |
| Participant deferral / active EE | $2,943 | $2,646+11.3% | $5,637-47.8% | $4,310-31.7% |
| Admin fee / account holder | $208 | $154+35.4% | $14,673-98.6% | $188+10.9% |