Filed January 3, 2012
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $308,357 |
Filed as: PLEXUS FINANCIAL SVCS, LLC Service code 27 · EIN 27-1746834 | Advisory (Plan) | $90,049 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $12,863 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,944 | $115,444-10.8% | $65,493+57.2% | $102,872+0.1% |
| Participation rate | 86.6% | 71.2%+15.5pp | 73.1%+13.6pp | 73.0%+13.6pp |
| Annual return | 9.93% | 15.94%-6.0pp | 982.45%-972.5pp | 19.06%-9.1pp |
| Employer contribution / active EE | $4,538 | $3,409+33.1% | $2,574+76.3% | $3,526+28.7% |
| Participant deferral / active EE | $7,566 | $4,118+83.7% | $3,961+91.0% | $5,535+36.7% |
| Admin fee / account holder | $176 | $123+43.0% | $5,028-96.5% | $292-39.8% |