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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,387 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,617 | $50,637+43.4% | $86,590-16.1% | $62,292+16.6% |
| Participation rate | 46.2% | 67.9%-21.7pp | 73.5%-27.3pp | 69.5%-23.3pp |
| Annual return | 15.27% | 20.80%-5.5pp | 964.84%-949.6pp | 28.90%-13.6pp |
| Employer contribution / active EE | $935 | $2,075-54.9% | $2,839-67.1% | $2,042-54.2% |
| Participant deferral / active EE | $1,250 | $2,611-52.1% | $3,609-65.4% | $3,169-60.6% |
| Admin fee / account holder | $85 | $413-79.3% | $4,906-98.3% | $479-82.2% |