Filed March 25, 2014
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 |
|---|---|---|
Service code 22 · EIN 94-2506099 | Insurance Broker | $15,281 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $5,320 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,471 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $52,006 | $60,165-13.6% | $74,183-29.9% | $55,167-5.7% |
| Participation rate | 85.7% | 74.2%+11.6pp | 76.6%+9.1pp | 69.0%+16.7pp |
| Annual return | 9.59% | 10.00%-0.4pp | 17.74%-8.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | $1,763 | $1,600+10.2% | $2,370-25.6% | $1,963-10.2% |
| Participant deferral / active EE | $4,312 | $2,973+45.1% | $3,550+21.5% | $3,054+41.2% |
| Admin fee / account holder | $25 | $419-94.0% | $5,586-99.6% | $504-95.0% |