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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $35,356 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,391 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $79,911 | $79,519+0.5% | $95,952-16.7% | $73,409+8.9% |
| Participation rate | 96.5% | 81.2%+15.3pp | 77.1%+19.4pp | 72.2%+24.3pp |
| Annual return | 12.63% | 19.20%-6.6pp | 91.61%-79.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $2,147 | $2,048+4.9% | $2,541-15.5% | $2,234-3.9% |
| Participant deferral / active EE | $6,205 | $4,138+50.0% | $4,167+48.9% | $3,805+63.1% |
| Admin fee / account holder | $54 | $184-70.5% | $6,795-99.2% | $158-65.6% |