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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,420 |
LPL FINANCIAL9+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,884 |
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 | $80,510 | $79,171+1.7% | $102,423-21.4% | $74,495+8.1% |
| Participation rate | 90.0% | 74.8%+15.2pp | 76.5%+13.5pp | 67.2%+22.8pp |
| Annual return | 13.89% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,254 | $2,362-4.6% | $3,023-25.4% | $2,623-14.1% |
| Participant deferral / active EE | $4,315 | $4,415-2.3% | $5,053-14.6% | $4,346-0.7% |
| Admin fee / account holder | $420 | $2,001-79.0% | $9,451-95.6% | $1,942-78.4% |