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 3-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 | $35,392 |
BELLWETHER CONSULTING LLC1+ years Filed as: BELLWETHER CONSULTING LLP Service code 27 · EIN 22-3784192 | Advisory (Plan) | $31,466 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $4,919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $84,431 | $63,964+32.0% | $147,614-42.8% | $67,505+25.1% |
| Participation rate | 99.0% | 68.6%+30.4pp | 84.6%+14.4pp | 71.2%+27.8pp |
| Annual return | 0.27% | 9.05%-8.8pp | 61.98%-61.7pp | 6.52%-6.3pp |
| Employer contribution / active EE | $7,917 | $1,618+389.3% | $5,564+42.3% | $2,173+264.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $4 | $43-90.5% | $11,611-100.0% | $56-92.8% |