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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $72,776 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,896 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,717 |
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 | $95,531 | $71,666+33.3% | $117,854-18.9% | $69,631+37.2% |
| Participation rate | 97.0% | 77.5%+19.5pp | 79.7%+17.4pp | 70.7%+26.4pp |
| Annual return | 12.78% | 18.86%-6.1pp | 335.08%-322.3pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $2,054 | $1,889+8.7% | $3,786-45.7% | $2,032+1.1% |
| Participant deferral / active EE | $4,257 | $3,340+27.5% | $4,482-5.0% | $3,224+32.1% |
| Admin fee / account holder | $48 | $120-59.8% | $8,020-99.4% | $110-56.1% |