Filed October 11, 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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,835 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,490 |
Service code 49 | Other Services | $4,527 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 49 · EIN 14-1624930 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,032 | $103,685-45.0% | $105,387-45.9% | $65,185-12.5% |
| Participation rate | 88.0% | 83.2%+4.8pp | 82.6%+5.5pp | 70.2%+17.8pp |
| Annual return | 20.72% | 23.88%-3.2pp | 26.82%-6.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,759 | $3,842-54.2% | $4,213-58.2% | $2,177-19.2% |
| Participant deferral / active EE | $4,503 | $5,634-20.1% | $5,502-18.2% | $3,514+28.1% |
| Admin fee / account holder | $64 | $399-84.0% | $6,559-99.0% | $847-92.5% |