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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,935 |
KESTRA INVESTMENT SERVICES LLC4+ years Service code 49 · EIN 74-2794194 | Other Services | $8,670 |
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 | $20,330 | $51,620-60.6% | $90,281-77.5% | $65,185-68.8% |
| Participation rate | 95.8% | 68.6%+27.2pp | 73.3%+22.5pp | 70.2%+25.6pp |
| Annual return | 25.04% | 24.94%+0.1pp | 78.10%-53.1pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,197 | $2,235-46.4% | $2,854-58.1% | $2,177-45.0% |
| Participant deferral / active EE | $2,686 | $2,871-6.4% | $3,885-30.9% | $3,514-23.6% |
| Admin fee / account holder | $116 | $384-69.7% | $5,351-97.8% | $847-86.3% |