Filed November 16, 2005
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 | $47,665 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $14,132 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $7,361 |
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 | $22,640 | $46,100-50.9% | $86,590-73.9% | $69,631-67.5% |
| Participation rate | 90.8% | 67.2%+23.6pp | 73.5%+17.3pp | 70.7%+20.1pp |
| Annual return | 15.20% | 21.02%-5.8pp | 964.84%-949.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $1,012 | $1,850-45.3% | $2,839-64.3% | $2,032-50.2% |
| Participant deferral / active EE | $1,851 | $2,432-23.9% | $3,609-48.7% | $3,224-42.6% |
| Admin fee / account holder | $111 | $94+18.6% | $4,906-97.7% | $110+0.7% |