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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $135,299 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,367 |
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 | $94,691 | $69,159+36.9% | $125,175-24.4% | $67,579+40.1% |
| Participation rate | 98.7% | 78.2%+20.5pp | 79.8%+18.9pp | 71.3%+27.4pp |
| Annual return | 18.97% | 27.12%-8.1pp | 43.79%-24.8pp | 378.56%-359.6pp |
| Employer contribution / active EE | $2,542 | $2,023+25.6% | $3,865-34.2% | $2,148+18.3% |
| Participant deferral / active EE | $5,003 | $3,700+35.2% | $4,937+1.3% | $3,539+41.4% |
| Admin fee / account holder | $53 | $142-62.8% | $9,702-99.5% | $142-62.9% |