Filed September 21, 1992
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,539 |
HAZARD & SIEGEL INC2+ years Service code 49 · EIN 16-0954584 | Other Services | $43,273 |
HAZARD & SIEGEL AGENCY LLC2+ years Service code 49 · EIN 20-0044877 | Other Services | $21,062 |
BENNETT THRASHER LLP2+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1673613 | Accounting | $8,993 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,399 | $80,211-28.4% | $74,183-22.6% | $63,975-10.3% |
| Participation rate | 89.5% | 84.2%+5.3pp | 76.6%+12.8pp | 71.1%+18.3pp |
| Annual return | 7.19% | 14.13%-6.9pp | 17.74%-10.5pp | 48.65%-41.5pp |
| Employer contribution / active EE | $738 | $2,553-71.1% | $2,370-68.9% | $2,182-66.2% |
| Participant deferral / active EE | $2,815 | $4,370-35.6% | $3,550-20.7% | $3,356-16.1% |
| Admin fee / account holder | $114 | $67+68.9% | $5,586-98.0% | $70+61.2% |