Filed February 1, 2005
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 FINANCIAL5 years Filed as: FINANCIAL ADVOCATES INVMT MGMT LLC Service code 27 · EIN 27-0435466 | Advisory (Plan) | $39,134 |
MOSS ADAMS LLP10+ years Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $25,725 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,624 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$50,858 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,420 | $88,982+73.5% | $102,438+50.7% | $77,671+98.8% |
| Participation rate | 83.8% | 80.9%+2.8pp | 76.5%+7.3pp | 70.6%+13.2pp |
| Annual return | 21.99% | 25.01%-3.0pp | 29.37%-7.4pp | 31.21%-9.2pp |
| Employer contribution / active EE | $6,848 | $2,698+153.8% | $3,024+126.5% | $2,726+151.2% |
| Participant deferral / active EE | $16,237 | $5,144+215.7% | $5,054+221.3% | $4,648+249.3% |
| Admin fee / account holder | $42 | $236-82.3% | $9,448-99.6% | $430-90.3% |