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 - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $137,960 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,553 |
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 | $85,217 | $62,267+36.9% | $110,238-22.7% | $55,725+52.9% |
| Participation rate | 97.3% | 78.1%+19.2pp | 79.8%+17.5pp | 70.9%+26.4pp |
| Annual return | -4.22% | -1.07%-3.2pp | 314.74%-319.0pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,473 | $1,941+27.4% | $3,826-35.4% | $2,078+19.0% |
| Participant deferral / active EE | $4,789 | $3,516+36.2% | $4,672+2.5% | $3,356+42.7% |
| Admin fee / account holder | $51 | $121-58.2% | $8,547-99.4% | $115-56.1% |