Filed April 25, 2003
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 CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $87,016 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,411 |
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 | $88,402 | $57,096+54.8% | $94,224-6.2% | $55,191+60.2% |
| Participation rate | 98.5% | 75.7%+22.8pp | 78.8%+19.7pp | 69.2%+29.4pp |
| Annual return | 0.55% | 159.65%-159.1pp | 10.68%-10.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $2,270 | $1,708+32.9% | $3,587-36.7% | $1,899+19.6% |
| Participant deferral / active EE | $4,313 | $3,165+36.3% | $4,320-0.2% | $3,046+41.6% |
| Admin fee / account holder | $54 | $89-39.7% | $6,269-99.1% | $91-40.7% |