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 | $198,634 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,875 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,681 | $45,000+23.7% | $143,757-61.3% | $77,904-28.5% |
| Participation rate | 63.9% | 66.8%-2.9pp | 80.3%-16.4pp | 73.7%-9.8pp |
| Annual return | -14.42% | 29.03%-43.4pp | -0.04%-14.4pp | 12.21%-26.6pp |
| Employer contribution / active EE | $1,999 | $1,870+6.9% | $4,951-59.6% | $2,848-29.8% |
| Participant deferral / active EE | $3,483 | $3,157+10.3% | $5,637-38.2% | $4,806-27.5% |
| Admin fee / account holder | $104 | $98+5.5% | $14,673-99.3% | $133-21.6% |