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 FINANCIAL1 year Filed as: LPL FINANCIAL, LLC Service code 99 · EIN 04-3046611 | Other Fees | $18,750 |
NFP RETIREMENT INC5 years Filed as: NFP Service code 99 · EIN 33-0905143 | Other Fees | $17,500 |
WHITLEY PENN LLP1 year Service code 99 · EIN 75-2393478 | Other Fees | $7,800 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 99 · EIN 71-0294708 | Other Fees | $5,850 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,844 | $84,685+29.7% | $142,942-23.2% | $67,986+61.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 76.8%+23.2pp | 57.2%+42.8pp |
| Annual return | 17.24% | 35.89%-18.7pp | 113.70%-96.5pp | 31.67%-14.4pp |
| Employer contribution / active EE | $4,005 | $2,263+77.0% | $4,139-3.2% | $2,019+98.4% |
| Participant deferral / active EE | $7,175 | $3,832+87.2% | $7,128+0.7% | $3,358+113.7% |
| Admin fee / account holder | $216 | $3,229-93.3% | $12,475-98.3% | $3,203-93.3% |