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 FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MANA Service code 27 1601 COOPER POINT ROAD NW · OLYMPIA, WA 98502 | Advisory (Plan) | $34,651 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,126 |
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 | $137,765 | $53,127+159.3% | $86,590+59.1% | $70,131+96.4% |
| Participation rate | 91.0% | 65.3%+25.7pp | 73.5%+17.5pp | 69.5%+21.5pp |
| Annual return | 16.33% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $5,836 | $2,068+182.2% | $2,839+105.5% | $2,342+149.1% |
| Participant deferral / active EE | $8,575 | $2,696+218.1% | $3,609+137.6% | $3,332+157.4% |
| Admin fee / account holder | $476 | $3,585-86.7% | $4,906-90.3% | $4,645-89.8% |