Filed March 1, 2006 (most recent of 2 filings on file)
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,108 |
RSM US LLP1+ years Filed as: MCGLADREY LLP Service code 10 · EIN 42-0714325 | Accounting | $28,294 |
LPL FINANCIAL1+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,000 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,634 | $54,281-63.8% | $60,547-67.6% | $59,188-66.8% |
| Participation rate | 59.6% | 66.8%-7.2pp | 68.0%-8.3pp | 69.4%-9.8pp |
| Annual return | 14.92% | 1.74%+13.2pp | 335.64%-320.7pp | 5.51%+9.4pp |
| Employer contribution / active EE | $361 | $2,031-82.2% | $2,419-85.1% | $2,098-82.8% |
| Participant deferral / active EE | $1,456 | $2,789-47.8% | $3,328-56.2% | $3,265-55.4% |
| Admin fee / account holder | $34 | $64-47.5% | $4,536-99.3% | $92-63.2% |