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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,489 |
LPL FINANCIAL3 years Filed as: KMS FINANCIAL SERVICES Service code 27 · EIN 91-0850651 | Advisory (Plan) | $32,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,886 | $111,608-49.0% | $177,821-68.0% | $73,409-22.5% |
| Participation rate | 97.1% | 87.9%+9.3pp | 87.7%+9.4pp | 72.2%+25.0pp |
| Annual return | 14.43% | 18.23%-3.8pp | 48.32%-33.9pp | 59.29%-44.9pp |
| Employer contribution / active EE | $559 | $3,796-85.3% | $5,918-90.6% | $2,234-75.0% |
| Participant deferral / active EE | $5,131 | $6,199-17.2% | $7,714-33.5% | $3,805+34.8% |
| Admin fee / account holder | $169 | $166+1.9% | $12,427-98.6% | $158+6.9% |