Filed July 25, 2014
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 | $34,598 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $15,508 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,555 | $36,916-52.4% | $156,549-88.8% | $57,658-69.6% |
| Participation rate | 92.5% | 63.4%+29.1pp | 84.0%+8.5pp | 70.2%+22.3pp |
| Annual return | 6.90% | 12.38%-5.5pp | 32.23%-25.3pp | 5.13%+1.8pp |
| Employer contribution / active EE | $781 | $1,571-50.3% | $5,501-85.8% | $1,974-60.4% |
| Participant deferral / active EE | $1,159 | $1,926-39.8% | $4,871-76.2% | $3,061-62.1% |
| Admin fee / account holder | $79 | $82-3.8% | $13,027-99.4% | $95-16.1% |