Filed January 1, 2010 (most recent of 2 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,679 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $1,539 |
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 | $46,367 | $59,186-21.7% | $76,768-39.6% | $56,287-17.6% |
| Participation rate | 96.9% | 75.2%+21.7pp | 77.0%+19.9pp | 69.9%+27.0pp |
| Annual return | 10.50% | 6.62%+3.9pp | 2.43%+8.1pp | -9.96%+20.5pp |
| Employer contribution / active EE | $2,407 | $1,759+36.9% | $2,485-3.1% | $2,111+14.0% |
| Participant deferral / active EE | $2,531 | $3,255-22.2% | $3,852-34.3% | $3,350-24.4% |
| Admin fee / account holder | $131 | $489-73.3% | $6,675-98.0% | $521-74.9% |