Filed October 24, 2000
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,925 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 61 · EIN 95-2834236 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,246 | $88,324-48.8% | $115,037-60.7% | $55,191-18.0% |
| Participation rate | 45.9% | 72.5%-26.6pp | 81.4%-35.5pp | 69.2%-23.3pp |
| Annual return | -0.23% | 6.30%-6.5pp | 26.14%-26.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $739 | $2,805-73.7% | $4,608-84.0% | $1,899-61.1% |
| Participant deferral / active EE | $4,183 | $5,042-17.0% | $6,026-30.6% | $3,046+37.3% |
| Admin fee / account holder | $6 | $105-94.4% | $8,175-99.9% | $91-93.4% |