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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,816 |
HAZARD & SIEGEL INC4+ years Service code 49 · EIN 16-0954584 | Other Services | $35,277 |
HAZARD & SIEGEL AGENCY LLC4+ years Service code 49 · EIN 20-0044877 | Other Services | $34,710 |
BENNETT THRASHER LLP4+ years Filed as: BENNETT THRASHER Service code 10 · EIN 58-1683616 | Accounting | $9,300 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $58,460 | $78,852-25.9% | $76,768-23.8% | $75,289-22.4% |
| Participation rate | 86.2% | 85.0%+1.2pp | 77.0%+9.2pp | 72.4%+13.7pp |
| Annual return | -4.13% | -1.29%-2.8pp | 2.43%-6.6pp | -0.04%-4.1pp |
| Employer contribution / active EE | $742 | $2,794-73.4% | $2,485-70.1% | $2,405-69.1% |
| Participant deferral / active EE | $3,164 | $4,800-34.1% | $3,852-17.9% | $3,739-15.4% |
| Admin fee / account holder | $119 | $79+50.1% | $6,675-98.2% | $102+15.9% |