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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,105,400 |
BELLWETHER CONSULTING LLC2 years Filed as: BELLWETHER CONSULTING Service code 27 · EIN 22-3784192 | Advisory (Plan) | $0 |
PKF O'CONNOR DAVIES, LLP2 years Service code 10 · EIN 27-1728945 | Accounting | $0 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $112,299 | $53,684+109.2% | $170,442-34.1% | $80,976+38.7% |
| Participation rate | 71.3% | 69.2%+2.1pp | 83.6%-12.3pp | 68.3%+3.0pp |
| Annual return | 70.78% | 25.97%+44.8pp | 205.93%-135.2pp | 22.91%+47.9pp |
| Employer contribution / active EE | $0 | $1,642-100.0% | $5,433-100.0% | $2,402-100.0% |
| Participant deferral / active EE | $5,477 | $3,017+81.6% | $4,939+10.9% | $3,848+42.3% |
| Admin fee / account holder | $46 | $46-0.1% | $13,880-99.7% | $67-31.3% |