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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,303 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,208 |
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 | $63,838 | $69,305-7.9% | $82,313-22.4% | $69,631-8.3% |
| Participation rate | 91.5% | 80.3%+11.3pp | 76.9%+14.7pp | 70.7%+20.9pp |
| Annual return | 17.87% | 21.47%-3.6pp | 25.88%-8.0pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $1,183 | $1,887-37.3% | $2,428-51.3% | $2,032-41.8% |
| Participant deferral / active EE | $3,573 | $3,568+0.1% | $3,706-3.6% | $3,224+10.8% |
| Admin fee / account holder | $206 | $97+111.9% | $5,608-96.3% | $110+86.5% |