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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,295 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM, SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $15,450 |
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 | $95,120 | $79,519+19.6% | $95,952-0.9% | $73,409+29.6% |
| Participation rate | 86.6% | 81.2%+5.4pp | 77.1%+9.5pp | 72.2%+14.4pp |
| Annual return | 10.55% | 19.20%-8.6pp | 91.61%-81.1pp | 59.29%-48.7pp |
| Employer contribution / active EE | $4,389 | $2,048+114.4% | $2,541+72.7% | $2,234+96.5% |
| Participant deferral / active EE | $2,507 | $4,138-39.4% | $4,167-39.8% | $3,805-34.1% |
| Admin fee / account holder | $102 | $184-44.6% | $6,795-98.5% | $158-35.4% |