Filed February 7, 1997
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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $261,955 |
Service code 27 · EIN 81-6023169 | Advisory (Plan) | $74,823 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $28,806 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,046 | $71,142+96.9% | $119,609+17.1% | $64,808+116.1% |
| Participation rate | 92.7% | 78.6%+14.1pp | 79.3%+13.5pp | 71.5%+21.3pp |
| Annual return | -17.64% | -10.01%-7.6pp | -14.97%-2.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $4,023 | $2,497+61.1% | $4,232-4.9% | $2,506+60.5% |
| Participant deferral / active EE | $6,364 | $4,490+41.8% | $5,602+13.6% | $4,310+47.7% |
| Admin fee / account holder | $429 | $162+164.5% | $10,323-95.8% | $188+128.3% |