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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,903 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,884 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,754 | $53,199+34.9% | $155,567-53.9% | $199,768-64.1% |
| Participation rate | 70.3% | 64.1%+6.1pp | 78.2%-7.9pp | 72.0%-1.7pp |
| Annual return | 10.37% | 41.17%-30.8pp | 64.74%-54.4pp | 34.26%-23.9pp |
| Employer contribution / active EE | $2,099 | $1,852+13.3% | $4,674-55.1% | $3,037-30.9% |
| Participant deferral / active EE | $3,537 | $3,163+11.8% | $5,628-37.2% | $5,090-30.5% |
| Admin fee / account holder | $96 | $186-48.2% | $15,916-99.4% | $269-64.3% |