Filed June 14, 2006
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,840 |
LPL FINANCIAL4+ years Filed as: FINANCIAL ADVOCATES INVESTMENT MGMT Service code 27 · EIN 27-0435466 | Advisory (Plan) | $7,496 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $7,496 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,825 | $39,898-20.2% | $121,196-73.7% | $55,725-42.9% |
| Participation rate | 98.7% | 61.2%+37.5pp | 71.7%+27.0pp | 70.9%+27.9pp |
| Annual return | -5.28% | -0.96%-4.3pp | 16.93%-22.2pp | 244.93%-250.2pp |
| Employer contribution / active EE | $247 | $1,295-80.9% | $4,022-93.9% | $2,078-88.1% |
| Participant deferral / active EE | $2,994 | $2,439+22.8% | $3,344-10.5% | $3,356-10.8% |
| Admin fee / account holder | $140 | $95+47.5% | $5,019-97.2% | $115+21.8% |