Filed April 21, 2005
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 9-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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,414 |
CARDINAL PENSION GROUP, INC.5 years Filed as: CARDINAL PENSION GROUP INC Service code 49 | Other Services | $14,985 |
CARDINAL PENSION GROUP, INC.5 years Filed as: CARDINAL PENSION GROUP INC. Service code 49 P.O. BOX 5268 · WEST CHESTER, PA 193805268 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,256 | $65,061+198.6% | $143,757+35.1% | $66,914+190.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -16.33% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $9,363 | $2,361+296.6% | $4,951+89.1% | $2,544+268.0% |
| Participant deferral / active EE | $9,667 | $2,919+231.2% | $5,637+71.5% | $4,237+128.2% |
| Admin fee / account holder | $277 | $502-44.9% | $14,673-98.1% | $593-53.4% |