Filed October 27, 2008
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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,487 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,392 | $37,196+24.7% | $154,107-69.9% | $55,725-16.7% |
| Participation rate | 26.1% | 64.1%-38.0pp | 83.0%-56.9pp | 70.9%-44.7pp |
| Annual return | 8.77% | 1319.68%-1310.9pp | 735.12%-726.3pp | 244.93%-236.2pp |
| Employer contribution / active EE | $528 | $1,614-67.3% | $5,298-90.0% | $2,078-74.6% |
| Participant deferral / active EE | $1,163 | $2,068-43.8% | $5,081-77.1% | $3,356-65.3% |
| Admin fee / account holder | $44 | $102-56.7% | $13,411-99.7% | $115-61.8% |