Filed April 5, 2007
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,519 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES INC Service code 49 · EIN 91-0850651 | Other Services | $1,587 |
Participant contribution per participant 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 | $44,281 | $71,802-38.3% | $133,980-66.9% | $57,658-23.2% |
| Participation rate | 81.9% | 85.5%-3.6pp | 87.1%-5.2pp | 70.2%+11.7pp |
| Annual return | 7.18% | 13.51%-6.3pp | 29.30%-22.1pp | 5.13%+2.1pp |
| Employer contribution / active EE | $1,342 | $3,161-57.6% | $5,211-74.3% | $1,974-32.0% |
| Participant deferral / active EE | $2,550 | $4,606-44.6% | $6,282-59.4% | $3,061-16.7% |
| Admin fee / account holder | $120 | $88+36.5% | $9,324-98.7% | $95+26.6% |