Filed November 30, 2004
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 10-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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,022 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,336 |
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 | $48,800 | $71,666-31.9% | $117,854-58.6% | $69,631-29.9% |
| Participation rate | 89.1% | 77.5%+11.6pp | 79.7%+9.4pp | 70.7%+18.4pp |
| Annual return | 16.87% | 18.86%-2.0pp | 335.08%-318.2pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $572 | $1,889-69.7% | $3,786-84.9% | $2,032-71.9% |
| Participant deferral / active EE | $3,211 | $3,340-3.9% | $4,482-28.4% | $3,224-0.4% |
| Admin fee / account holder | $19 | $120-84.0% | $8,020-99.8% | $110-82.6% |