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 | $229,616 |
LPL FINANCIAL7+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $8,444 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,470 | $67,512-6.0% | $185,823-65.8% | $93,030-31.8% |
| Participation rate | 69.4% | 67.1%+2.2pp | 81.7%-12.3pp | 73.9%-4.6pp |
| Annual return | 8.83% | 21.04%-12.2pp | 122.05%-113.2pp | 158.70%-149.9pp |
| Employer contribution / active EE | $1,905 | $1,783+6.9% | $5,167-63.1% | $2,706-29.6% |
| Participant deferral / active EE | $3,417 | $3,035+12.6% | $5,568-38.6% | $4,562-25.1% |
| Admin fee / account holder | $113 | $318-64.3% | $16,237-99.3% | $152-25.2% |