Filed November 21, 2013 (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 |
|---|---|---|
HORAN SECURITIES INC1+ years Service code 49 · EIN 31-1448612 | Other Services | $252,503 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,798 |
THE CHRIST HOSPITAL1+ years Service code 10 · EIN 34-6565596 | Accounting | $63,314 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,581 | $63,964-60.0% | $147,614-82.7% | $67,505-62.1% |
| Participation rate | 96.6% | 68.6%+28.0pp | 84.6%+12.0pp | 71.2%+25.4pp |
| Annual return | 0.96% | 9.05%-8.1pp | 61.98%-61.0pp | 6.52%-5.6pp |
| Employer contribution / active EE | $1,412 | $1,618-12.7% | $5,564-74.6% | $2,173-35.0% |
| Participant deferral / active EE | $3,668 | $2,589+41.7% | $4,895-25.1% | $3,597+2.0% |
| Admin fee / account holder | $14 | $43-66.6% | $11,611-99.9% | $56-74.6% |