Filed April 5, 2006
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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,681 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $64,754 | $43,423+49.1% | $78,689-17.7% | $55,167+17.4% |
| Participation rate | 46.3% | 68.0%-21.8pp | 73.6%-27.3pp | 69.0%-22.7pp |
| Annual return | 5.87% | 11.53%-5.7pp | 62.18%-56.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $937 | $1,997-53.1% | $2,851-67.1% | $1,963-52.3% |
| Participant deferral / active EE | $1,250 | $2,509-50.2% | $3,517-64.4% | $3,054-59.1% |
| Admin fee / account holder | $32 | $416-92.4% | $4,510-99.3% | $504-93.7% |