Filed April 20, 2004
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,385 |
LPL FINANCIAL3+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $22,844 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,508 | $71,192+29.9% | $117,854-21.5% | $62,292+48.5% |
| Participation rate | 90.1% | 74.2%+15.9pp | 79.7%+10.4pp | 69.5%+20.6pp |
| Annual return | 20.60% | 18.66%+1.9pp | 335.08%-314.5pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,555 | $1,934-19.6% | $3,786-58.9% | $2,042-23.8% |
| Participant deferral / active EE | $4,599 | $3,189+44.2% | $4,482+2.6% | $3,169+45.1% |
| Admin fee / account holder | $179 | $587-69.6% | $8,020-97.8% | $479-62.7% |