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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $215,641 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $174,913 |
BAKER TILLY US, LLP3 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 49 · EIN 39-0859910 | Other Services | $13,000 |
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 | $29,345 | $93,094-68.5% | $106,387-72.4% | $68,904-57.4% |
| Participation rate | 86.8% | 83.9%+2.8pp | 77.5%+9.3pp | 74.1%+12.6pp |
| Annual return | -3.34% | -2.12%-1.2pp | 0.25%-3.6pp | 1.07%-4.4pp |
| Employer contribution / active EE | $2,496 | $3,237-22.9% | $3,520-29.1% | $2,540-1.8% |
| Participant deferral / active EE | $3,586 | $5,445-34.1% | $5,421-33.9% | $4,015-10.7% |
| Admin fee / account holder | $26 | $85-69.4% | $7,510-99.7% | $71-63.4% |