Filed April 4, 2011
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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $183,625 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO Service code 15 · EIN 84-0467907 | Recordkeeping | $764 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 21 · EIN 39-2018056 | Bank Trustee | $0 |
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 | $59,267 | $52,293+13.3% | $178,490-66.8% | $73,409-19.3% |
| Participation rate | 96.8% | 65.3%+31.5pp | 81.9%+14.9pp | 72.2%+24.6pp |
| Annual return | 12.37% | 34.75%-22.4pp | 151.07%-138.7pp | 59.29%-46.9pp |
| Employer contribution / active EE | $1,503 | $1,735-13.4% | $5,011-70.0% | $2,234-32.7% |
| Participant deferral / active EE | $2,983 | $2,332+27.9% | $5,202-42.7% | $3,805-21.6% |
| Admin fee / account holder | $161 | $127+26.8% | $13,984-98.8% | $158+2.3% |