Filed March 18, 2006 (most recent of 3 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,219 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,743 |
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 | $53,964 | $63,905-15.6% | $74,183-27.3% | $57,658-6.4% |
| Participation rate | 90.8% | 79.8%+11.0pp | 76.6%+14.2pp | 70.2%+20.5pp |
| Annual return | 6.40% | 60.60%-54.2pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,128 | $1,840-38.7% | $2,370-52.4% | $1,974-42.9% |
| Participant deferral / active EE | $3,355 | $3,448-2.7% | $3,550-5.5% | $3,061+9.6% |
| Admin fee / account holder | $183 | $91+101.0% | $5,586-96.7% | $95+93.6% |