Filed October 30, 2008
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 | $122,218 |
CAMMACK LARHETTE ADVISORS2 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $50,000 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM, SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $11,500 |
Service code 13 · EIN 11-2288999 | Contract Administrator | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,878 | $88,730-7.7% | $82,313-0.5% | $77,958+5.0% |
| Participation rate | 84.6% | 84.5%0pp | 76.9%+7.7pp | 71.6%+12.9pp |
| Annual return | 13.14% | 20.88%-7.7pp | 25.88%-12.7pp | 20.87%-7.7pp |
| Employer contribution / active EE | $3,864 | $2,758+40.1% | $2,428+59.1% | $2,310+67.2% |
| Participant deferral / active EE | $2,073 | $4,634-55.3% | $3,706-44.1% | $3,537-41.4% |
| Admin fee / account holder | $115 | $74+55.4% | $5,608-97.9% | $97+18.1% |