Filed November 4, 2016
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $714,224 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,923 | $43,110+18.1% | $156,549-67.5% | $65,292-22.0% |
| Participation rate | 59.2% | 69.3%-10.1pp | 84.0%-24.8pp | 72.4%-13.2pp |
| Annual return | 0.00% | 11.24%-11.2pp | 32.23%-32.2pp | 11.84%-11.8pp |
| Employer contribution / active EE | $924 | $1,702-45.7% | $5,501-83.2% | $2,302-59.9% |
| Participant deferral / active EE | $2,634 | $2,520+4.5% | $4,871-45.9% | $3,579-26.4% |
| Admin fee / account holder | $95 | $47+101.4% | $13,027-99.3% | $57+65.8% |