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 27 · EIN 26-4311657 6504 BRIDGE POINT PARKWAY SUITE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,280 |
Filed as: PPG RETIREMENT PLAN SERVICES Service code 15 · EIN 39-1915811 5525 GREEN BAY RD SUITE 200 · KENOSHA, WI 53144 | Recordkeeping | $1,085 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 6350 C ST SW · CEDAR RAPIDS, IA 52404 | Recordkeeping | $731 |
LPL FINANCIAL3 years 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.
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 | $51,255 | $73,638-30.4% | $95,952-46.6% | $73,488-30.3% |
| Participation rate | 65.7% | 76.2%-10.5pp | 77.1%-11.4pp | 70.7%-5.0pp |
| Annual return | 15.05% | 16.78%-1.7pp | 91.61%-76.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $977 | $1,863-47.5% | $2,541-61.5% | $2,270-56.9% |
| Participant deferral / active EE | $2,271 | $3,617-37.2% | $4,167-45.5% | $3,740-39.3% |
| Admin fee / account holder | $17 | $482-96.5% | $6,795-99.8% | $513-96.8% |