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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,241 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $20,175 |
Service code 49 | Other Services | $5,491 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 49 · EIN 14-1624930 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,615 | $133,040-51.4% | $119,258-45.8% | $79,386-18.6% |
| Participation rate | 94.8% | 80.9%+14.0pp | 82.7%+12.1pp | 70.7%+24.1pp |
| Annual return | 18.23% | 20.05%-1.8pp | 30.69%-12.5pp | 116.85%-98.6pp |
| Employer contribution / active EE | $2,048 | $4,390-53.4% | $4,384-53.3% | $2,427-15.6% |
| Participant deferral / active EE | $5,377 | $6,448-16.6% | $6,111-12.0% | $4,046+32.9% |
| Admin fee / account holder | $145 | $686-78.9% | $7,226-98.0% | $626-76.9% |