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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $260,455 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1199757 | Accounting | $38,000 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,032 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,370 | $56,095+21.9% | $178,490-61.7% | $90,288-24.3% |
| Participation rate | 63.3% | 65.6%-2.2pp | 81.9%-18.6pp | 73.4%-10.0pp |
| Annual return | 12.44% | 28.81%-16.4pp | 151.07%-138.6pp | 53.97%-41.5pp |
| Employer contribution / active EE | $842 | $1,572-46.4% | $5,011-83.2% | $2,524-66.6% |
| Participant deferral / active EE | $3,601 | $2,669+34.9% | $5,202-30.8% | $4,232-14.9% |
| Admin fee / account holder | $133 | $101+32.6% | $13,984-99.0% | $114+17.0% |