Filed December 21, 2012
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,134 |
LPL FINANCIAL2 years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $38,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,553 | $88,515-45.1% | $162,163-70.1% | $67,579-28.2% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.0pp | 71.3%+26.3pp |
| Annual return | 25.04% | 27.04%-2.0pp | 115.59%-90.5pp | 378.56%-353.5pp |
| Employer contribution / active EE | $523 | $3,563-85.3% | $5,614-90.7% | $2,148-75.6% |
| Participant deferral / active EE | $4,396 | $5,724-23.2% | $7,298-39.8% | $3,539+24.2% |
| Admin fee / account holder | $209 | $124+69.0% | $10,843-98.1% | $142+46.9% |