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 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $86,316 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,972 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $94,998 | $107,378-11.5% | $108,579-12.5% | $57,658+64.8% |
| Participation rate | 97.9% | 77.1%+20.7pp | 79.6%+18.3pp | 70.2%+27.6pp |
| Annual return | 5.90% | 12.80%-6.9pp | -51.70%+57.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $2,236 | $1,782+25.5% | $3,758-40.5% | $1,974+13.3% |
| Participant deferral / active EE | $4,471 | $3,221+38.8% | $4,311+3.7% | $3,061+46.1% |
| Admin fee / account holder | $51 | $108-52.9% | $7,645-99.3% | $95-46.0% |