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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,914 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,743 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $9,320 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,013 | $77,660-34.3% | $109,143-53.3% | $79,386-35.7% |
| Participation rate | 81.2% | 67.8%+13.4pp | 75.9%+5.3pp | 70.7%+10.5pp |
| Annual return | 14.50% | 23.44%-8.9pp | 25.75%-11.2pp | 116.85%-102.3pp |
| Employer contribution / active EE | $476 | $2,797-83.0% | $3,722-87.2% | $2,427-80.4% |
| Participant deferral / active EE | $5,527 | $3,518+57.1% | $4,653+18.8% | $4,046+36.6% |
| Admin fee / account holder | $87 | $732-88.1% | $6,752-98.7% | $626-86.1% |