Filed October 18, 2004
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $398,023 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,959 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
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 | $75,022 | $48,464+54.8% | $90,951-17.5% | $106,222-29.4% |
| Participation rate | 19.8% | 53.1%-33.3pp | 69.0%-49.2pp | 70.8%-51.0pp |
| Annual return | 13.72% | 16.72%-3.0pp | 134.60%-120.9pp | 21.69%-8.0pp |
| Employer contribution / active EE | $507 | $939-46.1% | $2,122-76.1% | $2,723-81.4% |
| Participant deferral / active EE | $690 | $1,510-54.3% | $3,373-79.5% | $4,600-85.0% |
| Admin fee / account holder | $85 | $58+46.5% | $5,959-98.6% | $78+8.3% |