Filed October 14, 2014 (most recent of 3 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,477 |
THE ANGELL PENSION GROUP, INC.9+ years Service code 49 · EIN 04-2530412 | Other Services | $24,418 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,815 | $58,264+191.5% | $86,612+96.1% | $71,457+137.6% |
| Participation rate | 96.6% | 65.0%+31.6pp | 71.7%+24.9pp | 67.9%+28.7pp |
| Annual return | 16.11% | 21.63%-5.5pp | 591.07%-575.0pp | 28.85%-12.7pp |
| Employer contribution / active EE | $16,130 | $2,574+526.6% | $3,022+433.7% | $2,588+523.3% |
| Participant deferral / active EE | $6,489 | $3,436+88.8% | $4,438+46.2% | $4,289+51.3% |
| Admin fee / account holder | $157 | $1,057-85.2% | $5,614-97.2% | $1,587-90.1% |