Filed April 12, 2007
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 |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 24 · EIN 26-4311657 6504 BRIDGE POINT PARKWAY SUITE 450 · AUSTIN, TX 78730 | Discretionary Trustee | $1,362 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 6350 C ST SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $1,263 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Recordkeeping | $985 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL SERVICES Service code 22 · EIN 92-2834236 75 STATE STREET 22ND FLOOR · BOSTON, MA 02109 | Insurance Broker | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,182 | $59,186-40.6% | $76,768-54.2% | $56,287-37.5% |
| Participation rate | 66.2% | 75.2%-9.1pp | 77.0%-10.8pp | 69.9%-3.7pp |
| Annual return | -6.87% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,009 | $1,759-42.6% | $2,485-59.4% | $2,111-52.2% |
| Participant deferral / active EE | $2,316 | $3,255-28.8% | $3,852-39.9% | $3,350-30.9% |
| Admin fee / account holder | $28 | $489-94.2% | $6,675-99.6% | $521-94.5% |