Filed April 9, 2008
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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,541 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,982 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,025 | $57,354-26.7% | $83,848-49.9% | $64,186-34.5% |
| Participation rate | 76.1% | 68.6%+7.5pp | 76.1%0pp | 69.6%+6.6pp |
| Annual return | 0.69% | 11.38%-10.7pp | 850.88%-850.2pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,057 | $2,545-58.5% | $3,631-70.9% | $2,381-55.6% |
| Participant deferral / active EE | $3,454 | $2,993+15.4% | $4,082-15.4% | $3,470-0.5% |
| Admin fee / account holder | $18 | $4,046-99.6% | $5,478-99.7% | $4,888-99.6% |