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 FINANCIAL4 years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,210 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,842 |
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 | $69,243 | $47,126+46.9% | $149,673-53.7% | $74,419-7.0% |
| Participation rate | 52.7% | 63.4%-10.7pp | 78.8%-26.1pp | 70.7%-18.0pp |
| Annual return | 16.29% | 22.75%-6.5pp | 134.42%-118.1pp | 34.38%-18.1pp |
| Employer contribution / active EE | $955 | $1,905-49.9% | $4,818-80.2% | $2,637-63.8% |
| Participant deferral / active EE | $3,430 | $2,728+25.8% | $5,680-39.6% | $4,528-24.2% |
| Admin fee / account holder | $208 | $343-39.3% | $13,210-98.4% | $348-40.2% |