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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,490 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $97,334 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $81,434 | $71,142+14.5% | $119,609-31.9% | $64,808+25.7% |
| Participation rate | 97.0% | 78.6%+18.4pp | 79.3%+17.8pp | 71.5%+25.6pp |
| Annual return | -14.72% | -10.01%-4.7pp | -14.97%+0.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $3,150 | $2,497+26.1% | $4,232-25.6% | $2,506+25.7% |
| Participant deferral / active EE | $6,198 | $4,490+38.1% | $5,602+10.6% | $4,310+43.8% |
| Admin fee / account holder | $246 | $162+51.8% | $10,323-97.6% | $188+31.1% |