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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,315 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $30,976 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,842 | $52,293-25.7% | $178,490-78.2% | $73,409-47.1% |
| Participation rate | 75.9% | 65.3%+10.5pp | 81.9%-6.0pp | 72.2%+3.7pp |
| Annual return | 17.98% | 34.75%-16.8pp | 151.07%-133.1pp | 59.29%-41.3pp |
| Employer contribution / active EE | $691 | $1,735-60.2% | $5,011-86.2% | $2,234-69.1% |
| Participant deferral / active EE | $2,617 | $2,332+12.2% | $5,202-49.7% | $3,805-31.2% |
| Admin fee / account holder | $262 | $127+105.6% | $13,984-98.1% | $158+65.8% |