Filed October 25, 1996
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 Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $45,307 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING INC. Service code 71 3400 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Brokerage Fees | $34,155 |
MERCER3 years Filed as: MERCER GLOBAL ADVISORS Service code 71 1801 E CABRILLO BLVD · SANTA BARBARA, CA 93108 | Brokerage Fees | $8,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,782 | $46,292+113.4% | $143,757-31.3% | $64,808+52.4% |
| Participation rate | 99.3% | 64.2%+35.0pp | 80.3%+18.9pp | 71.5%+27.8pp |
| Annual return | -16.38% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $2,449 | $1,910+28.2% | $4,951-50.5% | $2,506-2.3% |
| Participant deferral / active EE | $5,825 | $2,646+120.2% | $5,637+3.3% | $4,310+35.1% |
| Admin fee / account holder | $48 | $154-68.8% | $14,673-99.7% | $188-74.5% |