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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $18,420 |
Service code 49 | Other Services | $4,605 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,647 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 49 · EIN 14-1624930 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,123 | $118,971-50.3% | $112,977-47.7% | $73,488-19.5% |
| Participation rate | 92.3% | 83.3%+8.9pp | 82.6%+9.7pp | 70.7%+21.6pp |
| Annual return | 10.47% | 17.79%-7.3pp | 24.24%-13.8pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,985 | $4,091-51.5% | $4,255-53.3% | $2,270-12.6% |
| Participant deferral / active EE | $5,068 | $6,133-17.4% | $5,836-13.2% | $3,740+35.5% |
| Admin fee / account holder | $14 | $573-97.6% | $6,294-99.8% | $513-97.3% |