Filed July 25, 2006
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,146 |
FN AMERICA LLC1+ years Service code 21 · EIN 20-2006285 | Bank Trustee | $23,638 |
Service code 27 · EIN 81-0635433 | Advisory (Plan) | $15,000 |
LAVERICK, BLAINE W.1+ years Service code 49 4141 PARKLAKE AVE · RALEIGH, NC 276122333 | Other Services | $0 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
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 | $97,944 | $72,770+34.6% | $67,652+44.8% | $55,191+77.5% |
| Participation rate | 99.5% | 78.8%+20.8pp | 75.7%+23.9pp | 69.2%+30.4pp |
| Annual return | 0.73% | -3.26%+4.0pp | 6625.04%-6624.3pp | 10.78%-10.1pp |
| Employer contribution / active EE | $4,928 | $1,769+178.5% | $2,266+117.5% | $1,899+159.5% |
| Participant deferral / active EE | $3,847 | $3,408+12.9% | $3,560+8.1% | $3,046+26.3% |
| Admin fee / account holder | $146 | $79+85.3% | $4,821-97.0% | $91+60.8% |