Filed May 28, 2008
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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $25,976 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,639 |
Service code 49 · EIN 36-3325488 | Other Services | $7,923 |
WILSHIRE ASSOCIATES INCORPORATED4+ years 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 | $56,968 | $65,118-12.5% | $76,768-25.8% | $55,725+2.2% |
| Participation rate | 98.0% | 79.6%+18.4pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | -5.87% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,929 | $1,941-0.6% | $2,485-22.4% | $2,078-7.2% |
| Participant deferral / active EE | $5,422 | $3,688+47.0% | $3,852+40.8% | $3,356+61.6% |
| Admin fee / account holder | $25 | $116-78.8% | $6,675-99.6% | $115-78.7% |