Filed March 9, 2010
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,666 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $7,598 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,054 | $72,607+66.7% | $90,749+33.4% | $66,914+80.9% |
| Participation rate | 86.5% | 73.7%+12.8pp | 75.7%+10.8pp | 69.8%+16.7pp |
| Annual return | -14.00% | -12.28%-1.7pp | -12.16%-1.8pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,269 | $2,369-4.2% | $2,921-22.3% | $2,544-10.8% |
| Participant deferral / active EE | $5,616 | $3,977+41.2% | $4,564+23.1% | $4,237+32.6% |
| Admin fee / account holder | $389 | $707-45.0% | $8,445-95.4% | $593-34.4% |