Filed January 6, 2006
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 |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $59,700 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $40,697 |
Filed as: LINCOLN NATIONAL LIFE INSURANCE COM Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $600 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,220 | $45,324-62.0% | $122,332-85.9% | $69,631-75.3% |
| Participation rate | 83.6% | 59.9%+23.7pp | 71.6%+12.0pp | 70.7%+12.9pp |
| Annual return | 19.24% | 25.35%-6.1pp | 30.27%-11.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $483 | $1,230-60.7% | $4,050-88.1% | $2,032-76.2% |
| Participant deferral / active EE | $1,817 | $2,367-23.2% | $3,287-44.7% | $3,224-43.6% |
| Admin fee / account holder | $102 | $87+16.8% | $5,478-98.1% | $110-8.0% |