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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $207,650 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $131,130 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,403 | $86,225+17.6% | $146,665-30.9% | $86,799+16.8% |
| Participation rate | 97.9% | 78.0%+19.9pp | 80.1%+17.8pp | 72.3%+25.6pp |
| Annual return | 13.45% | 31.23%-17.8pp | 22.74%-9.3pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,940 | $2,392+22.9% | $4,136-28.9% | $2,405+22.2% |
| Participant deferral / active EE | $5,926 | $4,245+39.6% | $5,506+7.6% | $4,131+43.5% |
| Admin fee / account holder | $291 | $195+48.9% | $10,280-97.2% | $170+71.5% |