Filed November 3, 2006 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,839 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,443 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $9,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $43,415 | $36,916+17.6% | $156,549-72.3% | $57,658-24.7% |
| Participation rate | 33.2% | 63.4%-30.3pp | 84.0%-50.9pp | 70.2%-37.1pp |
| Annual return | -7.39% | 12.38%-19.8pp | 32.23%-39.6pp | 5.13%-12.5pp |
| Employer contribution / active EE | $798 | $1,571-49.2% | $5,501-85.5% | $1,974-59.6% |
| Participant deferral / active EE | $1,219 | $1,926-36.7% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $98 | $82+19.0% | $13,027-99.2% | $95+3.8% |