Filed February 11, 1998
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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 37 PO BOX 2600 · VALLEY FORGE, PA 19482 | Loan Processing | $32,364 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL RPCP Service code 27 4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091 | Advisory (Plan) | $12,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,926 | $46,173-82.8% | $170,442-95.3% | $69,631-88.6% |
| Participation rate | 52.8% | 63.9%-11.1pp | 83.6%-30.8pp | 70.7%-17.8pp |
| Annual return | 18.28% | 21.62%-3.3pp | 205.93%-187.6pp | 27571.02%-27552.7pp |
| Employer contribution / active EE | $477 | $1,610-70.4% | $5,433-91.2% | $2,032-76.5% |
| Participant deferral / active EE | $596 | $2,080-71.4% | $4,939-87.9% | $3,224-81.5% |
| Admin fee / account holder | $113 | $116-2.3% | $13,880-99.2% | $110+2.6% |