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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $36,850 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,283 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,361 | $78,419-10.3% | $133,956-47.5% | $73,409-4.2% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.8%+15.1pp | 72.2%+22.8pp |
| Annual return | 11.42% | 33.35%-21.9pp | 45.09%-33.7pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,560 | $2,044-23.7% | $3,919-60.2% | $2,234-30.2% |
| Participant deferral / active EE | $5,125 | $3,925+30.6% | $5,048+1.5% | $3,805+34.7% |
| Admin fee / account holder | $34 | $161-79.0% | $8,927-99.6% | $158-78.5% |