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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $193,808 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,596 | $50,127+30.9% | $149,673-56.2% | $80,160-18.2% |
| Participation rate | 70.1% | 64.3%+5.8pp | 78.8%-8.7pp | 72.9%-2.8pp |
| Annual return | 17.72% | 29.82%-12.1pp | 134.42%-116.7pp | 40.38%-22.7pp |
| Employer contribution / active EE | $2,040 | $1,865+9.4% | $4,818-57.7% | $2,978-31.5% |
| Participant deferral / active EE | $3,619 | $3,194+13.3% | $5,680-36.3% | $5,017-27.9% |
| Admin fee / account holder | $106 | $153-30.5% | $13,210-99.2% | $145-26.8% |