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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $19,786 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,546 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $41,910 | $69,362-39.6% | $101,248-58.6% | $73,488-43.0% |
| Participation rate | 82.0% | 68.4%+13.6pp | 75.8%+6.2pp | 70.7%+11.3pp |
| Annual return | 16.64% | 18.46%-1.8pp | 46.47%-29.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,123 | $2,628-57.3% | $3,660-69.3% | $2,270-50.5% |
| Participant deferral / active EE | $6,243 | $3,300+89.2% | $4,370+42.9% | $3,740+66.9% |
| Admin fee / account holder | $22 | $704-96.9% | $5,945-99.6% | $513-95.8% |