Filed May 22, 2002
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 | $14,221 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,324 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,283 | $46,360-58.4% | $147,614-86.9% | $52,331-63.2% |
| Participation rate | 87.4% | 64.9%+22.5pp | 84.6%+2.8pp | 68.1%+19.3pp |
| Annual return | -0.58% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $500 | $2,126-76.5% | $5,564-91.0% | $1,882-73.4% |
| Participant deferral / active EE | $2,195 | $2,258-2.8% | $4,895-55.2% | $3,022-27.4% |
| Admin fee / account holder | $103 | $766-86.5% | $11,611-99.1% | $592-82.6% |