Filed February 15, 2005
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 9-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,531 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $27,346 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,588 | $37,196-23.1% | $154,107-81.4% | $55,725-48.7% |
| Participation rate | 78.6% | 64.1%+14.5pp | 83.0%-4.4pp | 70.9%+7.8pp |
| Annual return | -4.68% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $737 | $1,614-54.4% | $5,298-86.1% | $2,078-64.5% |
| Participant deferral / active EE | $2,630 | $2,068+27.2% | $5,081-48.2% | $3,356-21.6% |
| Admin fee / account holder | $278 | $102+173.3% | $13,411-97.9% | $115+141.1% |