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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,454 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,113 |
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 | $20,594 | $46,173-55.4% | $170,442-87.9% | $69,631-70.4% |
| Participation rate | 94.3% | 63.9%+30.4pp | 83.6%+10.7pp | 70.7%+23.6pp |
| Annual return | 16.52% | 21.62%-5.1pp | 205.93%-189.4pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $831 | $1,610-48.3% | $5,433-84.7% | $2,032-59.1% |
| Participant deferral / active EE | $1,232 | $2,080-40.8% | $4,939-75.1% | $3,224-61.8% |
| Admin fee / account holder | $81 | $116-30.5% | $13,880-99.4% | $110-27.0% |