Filed December 27, 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 |
|---|---|---|
ACTUARIAL PENSION ANALYSTS, INC.2+ years Service code 49 · EIN 16-1316349 7000 E GENESEE ST., STE.B4 · FAYETTEVILLE, NY 13066 | Other Services | $21,839 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 PRINCIPAL LIFE INSURANCE COMPANY · DES MOINES, IA 503920001 | Contract Administrator | $7,082 |
TIAA2+ years Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $1,990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $22,489 | $37,213-39.6% | $156,549-85.6% | $63,975-64.8% |
| Participation rate | 44.1% | 65.0%-20.9pp | 84.0%-40.0pp | 71.1%-27.1pp |
| Annual return | 5.56% | 47.89%-42.3pp | 32.23%-26.7pp | 48.65%-43.1pp |
| Employer contribution / active EE | $474 | $1,357-65.1% | $5,501-91.4% | $2,182-78.3% |
| Participant deferral / active EE | $357 | $2,070-82.7% | $4,871-92.7% | $3,356-89.4% |
| Admin fee / account holder | $4 | $56-92.7% | $13,027-100.0% | $70-94.2% |