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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,463 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,396 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,412 | $84,936-21.8% | $111,297-40.3% | $79,386-16.3% |
| Participation rate | 90.8% | 75.9%+14.9pp | 77.3%+13.5pp | 70.7%+20.1pp |
| Annual return | 15.71% | 17.45%-1.7pp | 54.65%-38.9pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,164 | $1,979+9.3% | $2,731-20.8% | $2,427-10.8% |
| Participant deferral / active EE | $4,169 | $3,888+7.2% | $4,487-7.1% | $4,046+3.1% |
| Admin fee / account holder | $377 | $537-29.8% | $7,964-95.3% | $626-39.8% |