Filed August 31, 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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,886 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,623 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $124,999 | $39,859+213.6% | $78,689+58.9% | $57,658+116.8% |
| Participation rate | 31.0% | 66.1%-35.1pp | 73.6%-42.6pp | 70.2%-39.3pp |
| Annual return | 8.25% | 18.96%-10.7pp | 62.18%-53.9pp | 5.13%+3.1pp |
| Employer contribution / active EE | $563 | $1,786-68.5% | $2,851-80.3% | $1,974-71.5% |
| Participant deferral / active EE | $1,699 | $2,248-24.4% | $3,517-51.7% | $3,061-44.5% |
| Admin fee / account holder | $188 | $76+146.3% | $4,510-95.8% | $95+98.5% |