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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $270,816 |
401(K) ADVISORS INC7+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $66,000 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER Service code 10 · EIN 58-1433845 | Accounting | $16,500 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,194 | $101,517-63.4% | $98,755-62.3% | $101,517-63.4% |
| Participation rate | 61.7% | 74.6%-12.9pp | 65.7%-4.0pp | 74.6%-12.9pp |
| Annual return | 16.98% | 21.00%-4.0pp | 49.91%-32.9pp | 21.00%-4.0pp |
| Employer contribution / active EE | $658 | $2,973-77.9% | $2,067-68.2% | $2,973-77.9% |
| Participant deferral / active EE | $1,900 | $4,873-61.0% | $3,035-37.4% | $4,873-61.0% |
| Admin fee / account holder | $39 | $139-72.4% | $4,076-99.1% | $139-72.4% |