Filed August 18, 2005 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,471 |
401(K) ADVISORS INC2+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $91,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $47,683 | $65,292-27.0% | $40,145,923-99.9% | $65,292-27.0% |
| Participation rate | 40.9% | 72.4%-31.5pp | 68.4%-27.5pp | 72.4%-31.5pp |
| Annual return | 8.80% | 11.84%-3.0pp | 5.24%+3.6pp | 11.84%-3.0pp |
| Employer contribution / active EE | $471 | $2,302-79.6% | $1,844-74.5% | $2,302-79.6% |
| Participant deferral / active EE | $1,259 | $3,579-64.8% | $2,591-51.4% | $3,579-64.8% |
| Admin fee / account holder | $41 | $57-28.6% | $2,903-98.6% | $57-28.6% |