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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,487 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,756 |
Filed as: WILSHIRE ADVISORS LLC 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 | $40,480 | $64,119-36.9% | $112,228-63.9% | $66,914-39.5% |
| Participation rate | 82.7% | 68.5%+14.2pp | 75.1%+7.6pp | 69.8%+12.9pp |
| Annual return | -14.21% | -13.81%-0.4pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $542 | $3,005-82.0% | $3,635-85.1% | $2,544-78.7% |
| Participant deferral / active EE | $6,795 | $3,693+84.0% | $4,728+43.7% | $4,237+60.4% |
| Admin fee / account holder | $129 | $625-79.3% | $6,410-98.0% | $593-78.2% |