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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,704 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,897 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $60,153 | $73,638-18.3% | $95,952-37.3% | $73,488-18.1% |
| Participation rate | 88.1% | 76.2%+11.9pp | 77.1%+11.0pp | 70.7%+17.4pp |
| Annual return | 18.98% | 16.78%+2.2pp | 91.61%-72.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $1,735 | $1,863-6.9% | $2,541-31.7% | $2,270-23.6% |
| Participant deferral / active EE | $3,403 | $3,617-5.9% | $4,167-18.3% | $3,740-9.0% |
| Admin fee / account holder | $327 | $482-32.1% | $6,795-95.2% | $513-36.2% |