Filed May 28, 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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,303,162 |
Filed as: PIETZSCH, BONNETT & WOMA Service code 13 · EIN 81-0574082 | Contract Administrator | $400,723 |
LPL FINANCIAL8+ years Service code 13 · EIN 95-2834236 | Contract Administrator | $59,351 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $16,456 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,907 | $96,461-76.3% | $68,791-66.7% | $89,394-74.4% |
| Participation rate | 75.0% | 64.2%+10.8pp | 69.0%+5.9pp | 71.3%+3.7pp |
| Annual return | -16.19% | -13.05%-3.1pp | -6.38%-9.8pp | -11.89%-4.3pp |
| Employer contribution / active EE | $1,034 | $3,671-71.8% | $2,655-61.0% | $3,022-65.8% |
| Participant deferral / active EE | $2,549 | $4,123-38.2% | $3,941-35.3% | $5,123-50.3% |
| Admin fee / account holder | $90 | $102-11.7% | $4,932-98.2% | $79+13.2% |