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 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 | $211,140 |
BELLWETHER CONSULTING LLC1+ years Filed as: BELLWETHER CONSULTING LLP Service code 27 · EIN 22-3784192 | Advisory (Plan) | $61,534 |
SEYFARTH SHAW LLP1+ years Service code 29 · EIN 36-2152202 | Legal | $6,216 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,243 | $46,516+42.4% | $147,614-55.1% | $69,651-4.9% |
| Participation rate | 65.6% | 65.8%-0.2pp | 84.6%-19.0pp | 66.6%-0.9pp |
| Annual return | 1.23% | 9.48%-8.2pp | 61.98%-60.7pp | 53.77%-52.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $5,564-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,785 | $2,719+76.0% | $4,895-2.2% | $3,635+31.6% |
| Admin fee / account holder | $10 | $45-78.2% | $11,611-99.9% | $63-84.5% |