Filed December 2, 2011 (most recent of 4 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $559,208 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $219,368 |
MODERN TECHNOLOGY SOLUTIONS, INC.10+ years Service code 10 · EIN 54-1670018 | Accounting | $15,000 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $7,146 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,449 | $145,877+16.8% | $150,045+13.6% | $102,872+65.7% |
| Participation rate | 97.6% | 79.8%+17.8pp | 82.3%+15.3pp | 73.0%+24.6pp |
| Annual return | 19.87% | 21.37%-1.5pp | 62.55%-42.7pp | 19.06%+0.8pp |
| Employer contribution / active EE | $6,611 | $4,710+40.4% | $4,693+40.9% | $3,526+87.5% |
| Participant deferral / active EE | $13,311 | $9,491+40.2% | $7,997+66.4% | $5,535+140.5% |
| Admin fee / account holder | $193 | $176+9.7% | $13,435-98.6% | $292-33.9% |