Filed January 23, 2015 (most recent of 2 filings on file)
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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC-RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $25,600 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,463 |
Service code 37 · EIN 04-2647786 | Loan Processing | $206 |
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 | $35,876 | $33,745+6.3% | $64,105-44.0% | $55,191-35.0% |
| Participation rate | 80.4% | 59.4%+21.0pp | 68.2%+12.2pp | 69.2%+11.2pp |
| Annual return | -1.57% | 4.95%-6.5pp | 791.24%-792.8pp | 10.78%-12.3pp |
| Employer contribution / active EE | $749 | $641+16.8% | $1,820-58.9% | $1,899-60.6% |
| Participant deferral / active EE | $2,408 | $1,929+24.8% | $2,822-14.7% | $3,046-21.0% |
| Admin fee / account holder | $105 | $94+11.7% | $4,499-97.7% | $91+16.1% |