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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,273 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $8,344 |
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 | $147,428 | $71,516+106.1% | $98,439+49.8% | $71,457+106.3% |
| Participation rate | 85.6% | 72.7%+12.9pp | 75.2%+10.4pp | 67.9%+17.7pp |
| Annual return | 18.14% | 32.41%-14.3pp | 21.16%-3.0pp | 28.85%-10.7pp |
| Employer contribution / active EE | $2,378 | $2,399-0.9% | $3,048-22.0% | $2,588-8.1% |
| Participant deferral / active EE | $6,172 | $4,109+50.2% | $4,738+30.3% | $4,289+43.9% |
| Admin fee / account holder | $347 | $1,675-79.3% | $8,948-96.1% | $1,587-78.1% |