Filed February 12, 2012
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 | $208,363 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $162,332 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 49 · EIN 39-0859910 | Other Services | $38,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,928 | $92,813-67.8% | $108,745-72.5% | $65,292-54.2% |
| Participation rate | 85.2% | 84.5%+0.6pp | 77.7%+7.5pp | 72.4%+12.7pp |
| Annual return | 14.10% | 14.67%-0.6pp | 46.22%-32.1pp | 11.84%+2.3pp |
| Employer contribution / active EE | $2,291 | $3,016-24.0% | $3,323-31.1% | $2,302-0.5% |
| Participant deferral / active EE | $3,524 | $5,191-32.1% | $5,121-31.2% | $3,579-1.5% |
| Admin fee / account holder | $33 | $56-40.8% | $6,144-99.5% | $57-42.0% |