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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $290,997 |
LBMC, PC1 year Filed as: LBMC,PC Service code 10 · EIN 62-1199757 | Accounting | $39,100 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,634 |
Filed as: SHERIDAN ROAD ADVISORS Service code 27 · EIN 13-4284240 | Advisory (Plan) | $5,553 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,091 | $67,512+18.6% | $185,823-56.9% | $93,030-13.9% |
| Participation rate | 61.3% | 67.1%-5.8pp | 81.7%-20.4pp | 73.9%-12.6pp |
| Annual return | 13.44% | 21.04%-7.6pp | 122.05%-108.6pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,258 | $1,783-29.5% | $5,167-75.7% | $2,706-53.5% |
| Participant deferral / active EE | $4,735 | $3,035+56.0% | $5,568-15.0% | $4,562+3.8% |
| Admin fee / account holder | $161 | $318-49.3% | $16,237-99.0% | $152+6.1% |