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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,826 |
LPL FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,522 |
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 | $56,150 | $65,435-14.2% | $86,677-35.2% | $66,914-16.1% |
| Participation rate | 85.0% | 75.5%+9.6pp | 76.6%+8.4pp | 69.8%+15.2pp |
| Annual return | -15.03% | -10.89%-4.1pp | 35.91%-50.9pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,877 | $2,153-12.8% | $2,836-33.8% | $2,544-26.2% |
| Participant deferral / active EE | $3,697 | $4,100-9.8% | $4,656-20.6% | $4,237-12.7% |
| Admin fee / account holder | $342 | $642-46.7% | $7,493-95.4% | $593-42.4% |