Filed April 3, 2003
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,717,902 |
LPL FINANCIAL1 year Service code 27 · EIN 04-3046611 | Advisory (Plan) | $287,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,055 | $68,062-14.7% | $185,823-68.8% | $106,520-45.5% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.7%+3.7pp | 71.3%+14.1pp |
| Annual return | 13.82% | 18.20%-4.4pp | 122.05%-108.2pp | 19.28%-5.5pp |
| Employer contribution / active EE | $1,043 | $1,997-47.8% | $5,167-79.8% | $2,840-63.3% |
| Participant deferral / active EE | $4,211 | $3,990+5.5% | $5,568-24.4% | $4,948-14.9% |
| Admin fee / account holder | $60 | $53+12.8% | $16,237-99.6% | $75-20.1% |