Filed June 8, 2009
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 | $15,999 |
PORTFOLIO EVALUATIONS, INC.2 years Service code 16 · EIN 22-3189064 | Consulting | $13,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $75,388-100.0% | $123,544-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 75.7%-75.7pp | 82.3%-82.3pp | 70.9%-70.9pp |
| Annual return | -3.80% | 4.48%-8.3pp | 119.20%-123.0pp | 244.93%-248.7pp |
| Employer contribution / active EE | $3,692 | $3,063+20.5% | $4,628-20.2% | $2,078+77.7% |
| Participant deferral / active EE | $6,286 | $5,651+11.2% | $6,426-2.2% | $3,356+87.3% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |