Filed March 6, 2012
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,232 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $64,941 | $28,416+128.5% | $73,545-11.7% | $69,631-6.7% |
| Participation rate | 26.6% | 38.3%-11.7pp | 54.9%-28.3pp | 70.7%-44.1pp |
| Annual return | 17.99% | -694.13%+712.1pp | -15.16%+33.2pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $175 | $430-59.3% | $1,219-85.6% | $2,032-91.4% |
| Participant deferral / active EE | $692 | $897-22.9% | $1,806-61.7% | $3,224-78.5% |
| Admin fee / account holder | $99 | $104-4.9% | $2,320-95.7% | $110-10.1% |