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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,179 |
LPL FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,217 |
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 | $67,399 | $76,050-11.4% | $96,544-30.2% | $71,457-5.7% |
| Participation rate | 85.8% | 74.4%+11.4pp | 76.0%+9.8pp | 67.9%+17.9pp |
| Annual return | 14.55% | 22.81%-8.3pp | 25.84%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $2,199 | $2,244-2.0% | $2,965-25.8% | $2,588-15.0% |
| Participant deferral / active EE | $4,369 | $4,215+3.6% | $4,851-9.9% | $4,289+1.9% |
| Admin fee / account holder | $378 | $2,707-86.0% | $8,252-95.4% | $1,587-76.2% |