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 FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $45,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,361 | $47,126+138.4% | $149,673-24.9% | $74,419+51.0% |
| Participation rate | 98.5% | 63.4%+35.1pp | 78.8%+19.7pp | 70.7%+27.7pp |
| Annual return | 17.31% | 22.75%-5.4pp | 134.42%-117.1pp | 34.38%-17.1pp |
| Employer contribution / active EE | $2,653 | $1,905+39.2% | $4,818-44.9% | $2,637+0.6% |
| Participant deferral / active EE | $6,198 | $2,728+127.2% | $5,680+9.1% | $4,528+36.9% |
| Admin fee / account holder | $117 | $343-65.9% | $13,210-99.1% | $348-66.4% |