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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,018,035 |
Filed as: BELLWETHER CONSULTING Service code 27 · EIN 22-3784192 | Advisory (Plan) | $0 |
PKF O'CONNOR DAVIES, LLP1 year Service code 10 · EIN 27-1728945 | Accounting | $0 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $67,580 | $49,270+37.2% | $156,549-56.8% | $329,111-79.5% |
| Participation rate | 68.4% | 68.1%+0.2pp | 84.0%-15.7pp | 67.9%+0.5pp |
| Annual return | 6.41% | 23.25%-16.8pp | 32.23%-25.8pp | 16.35%-9.9pp |
| Employer contribution / active EE | $0 | $1,534-100.0% | $5,501-100.0% | $2,303-100.0% |
| Participant deferral / active EE | $5,054 | $2,920+73.1% | $4,871+3.7% | $3,682+37.3% |
| Admin fee / account holder | $44 | $51-13.5% | $13,027-99.7% | $754-94.2% |