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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,589,424 |
LPL FINANCIAL2 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $193,500 |
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 | $47,538 | $83,057-42.8% | $143,757-66.9% | $89,394-46.8% |
| Participation rate | 86.2% | 74.0%+12.2pp | 80.3%+5.9pp | 71.3%+14.9pp |
| Annual return | -14.92% | -13.97%-0.9pp | -0.04%-14.9pp | -11.89%-3.0pp |
| Employer contribution / active EE | $1,111 | $2,095-47.0% | $4,951-77.6% | $3,022-63.2% |
| Participant deferral / active EE | $4,473 | $4,281+4.5% | $5,637-20.6% | $5,123-12.7% |
| Admin fee / account holder | $57 | $83-31.8% | $14,673-99.6% | $79-28.8% |