Filed November 25, 2008
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: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $21,565 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $7,411 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $4,434 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,357 | $62,267-54.5% | $110,238-74.3% | $55,725-49.1% |
| Participation rate | 91.1% | 78.1%+12.9pp | 79.8%+11.2pp | 70.9%+20.2pp |
| Annual return | -2.54% | -1.07%-1.5pp | 314.74%-317.3pp | 244.93%-247.5pp |
| Employer contribution / active EE | $711 | $1,941-63.4% | $3,826-81.4% | $2,078-65.8% |
| Participant deferral / active EE | $2,835 | $3,516-19.4% | $4,672-39.3% | $3,356-15.5% |
| Admin fee / account holder | $75 | $121-38.3% | $8,547-99.1% | $115-35.3% |