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 | $1,775 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,615 | $80,177-65.6% | $123,892-77.7% | $57,658-52.1% |
| Participation rate | 64.0% | 74.4%-10.4pp | 81.4%-17.4pp | 70.2%-6.2pp |
| Annual return | -18.62% | 17.90%-36.5pp | 47.52%-66.1pp | 5.13%-23.8pp |
| Employer contribution / active EE | $761 | $2,913-73.9% | $4,617-83.5% | $1,974-61.5% |
| Participant deferral / active EE | $4,125 | $5,130-19.6% | $5,984-31.1% | $3,061+34.8% |
| Admin fee / account holder | $4 | $106-95.9% | $8,357-99.9% | $95-95.4% |