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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,791 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $50,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM, SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $17,000 |
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 | $81,154 | $65,118+24.6% | $76,768+5.7% | $55,725+45.6% |
| Participation rate | 90.3% | 79.6%+10.7pp | 77.0%+13.3pp | 70.9%+19.4pp |
| Annual return | -3.99% | -1.27%-2.7pp | 2.43%-6.4pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,521 | $1,941+132.9% | $2,485+81.9% | $2,078+117.6% |
| Participant deferral / active EE | $2,465 | $3,688-33.2% | $3,852-36.0% | $3,356-26.5% |
| Admin fee / account holder | $131 | $116+13.2% | $6,675-98.0% | $115+13.8% |