Filed September 23, 1992
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+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $33,368 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,479 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $122,161 | $45,152+170.6% | $73,843+65.4% | $59,632+104.9% |
| Participation rate | 90.0% | 64.0%+26.0pp | 73.4%+16.6pp | 68.7%+21.3pp |
| Annual return | 0.28% | 27.40%-27.1pp | 2267.84%-2267.6pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $5,389 | $1,902+183.4% | $2,787+93.3% | $2,203+144.7% |
| Participant deferral / active EE | $8,264 | $2,574+221.1% | $3,583+130.6% | $3,192+158.9% |
| Admin fee / account holder | $548 | $3,516-84.4% | $4,880-88.8% | $4,297-87.2% |