Filed December 13, 2010 (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 | $29,483 |
MSI FINANCIAL SERVICES INC.1+ years Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $23,088 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $9,811 |
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).
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 | $25,817 | $46,732-44.8% | $156,549-83.5% | $55,167-53.2% |
| Participation rate | 97.2% | 65.8%+31.4pp | 84.0%+13.2pp | 69.0%+28.2pp |
| Annual return | 1.02% | 17.72%-16.7pp | 32.23%-31.2pp | 169.23%-168.2pp |
| Employer contribution / active EE | $1,598 | $2,105-24.1% | $5,501-71.0% | $1,963-18.6% |
| Participant deferral / active EE | $2,399 | $2,204+8.9% | $4,871-50.7% | $3,054-21.4% |
| Admin fee / account holder | $140 | $418-66.6% | $13,027-98.9% | $504-72.3% |