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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $35,853 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,764 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $70,717 | $73,404-3.7% | $87,100-18.8% | $67,579+4.6% |
| Participation rate | 98.6% | 80.9%+17.7pp | 76.9%+21.7pp | 71.3%+27.3pp |
| Annual return | 20.37% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $2,174 | $2,014+8.0% | $2,521-13.8% | $2,148+1.2% |
| Participant deferral / active EE | $6,151 | $3,913+57.2% | $4,049+51.9% | $3,539+73.8% |
| Admin fee / account holder | $31 | $142-78.4% | $7,497-99.6% | $142-78.5% |