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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $283,482 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,250 |
KIECKHAFER SCHIFFER LLP1 year Filed as: KIECKHAFTER, SCHIFFER Service code 10 · EIN 33-0688321 | Accounting | $14,500 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $56,606-100.0% | $67,834-100.0% | $65,292-100.0% |
| Participation rate | 0.0% | 62.4%-62.4pp | 68.8%-68.8pp | 72.4%-72.4pp |
| Annual return | 165.03% | 16.19%+148.8pp | 138.47%+26.6pp | 11.84%+153.2pp |
| Employer contribution / active EE | $357 | $1,797-80.1% | $2,403-85.2% | $2,302-84.5% |
| Participant deferral / active EE | $1,602 | $2,804-42.8% | $3,160-49.3% | $3,579-55.2% |
| Admin fee / account holder | $0 | $57-100.0% | $4,622-100.0% | $57-100.0% |