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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 04-3046611 | Other Services | $24,941 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,361 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
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 | $31,650 | $155,795-79.7% | $136,294-76.8% | $69,631-54.5% |
| Participation rate | 71.9% | 75.2%-3.4pp | 81.9%-10.0pp | 70.7%+1.2pp |
| Annual return | 19.45% | 232464.33%-232444.9pp | 5155.94%-5136.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,174 | $2,991-60.7% | $4,695-75.0% | $2,032-42.2% |
| Participant deferral / active EE | $5,842 | $5,394+8.3% | $6,247-6.5% | $3,224+81.2% |
| Admin fee / account holder | $37 | $128-71.3% | $9,243-99.6% | $110-66.7% |