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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $138,357 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,394 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,603 | $78,419+18.1% | $133,956-30.9% | $73,409+26.1% |
| Participation rate | 98.1% | 78.6%+19.5pp | 79.8%+18.3pp | 72.2%+25.9pp |
| Annual return | 11.07% | 33.35%-22.3pp | 45.09%-34.0pp | 59.29%-48.2pp |
| Employer contribution / active EE | $2,357 | $2,044+15.3% | $3,919-39.9% | $2,234+5.5% |
| Participant deferral / active EE | $4,868 | $3,925+24.0% | $5,048-3.6% | $3,805+27.9% |
| Admin fee / account holder | $132 | $161-18.2% | $8,927-98.5% | $158-16.4% |