Filed January 1, 2012 (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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,479 |
KESTRA INVESTMENT SERVICES LLC3+ years Service code 49 · EIN 74-2794194 | Other Services | $7,319 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $15,413 | $44,873-65.7% | $79,464-80.6% | $56,287-72.6% |
| Participation rate | 94.8% | 68.7%+26.1pp | 73.3%+21.4pp | 69.9%+24.9pp |
| Annual return | -7.17% | 0.81%-8.0pp | 718.14%-725.3pp | -9.96%+2.8pp |
| Employer contribution / active EE | $1,243 | $2,140-41.9% | $2,800-55.6% | $2,111-41.1% |
| Participant deferral / active EE | $2,606 | $2,746-5.1% | $3,704-29.6% | $3,350-22.2% |
| Admin fee / account holder | $99 | $418-76.3% | $5,113-98.1% | $521-80.9% |