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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $176,189 |
HORAN SECURITIES INC2+ years Service code 49 · EIN 31-1448612 | Other Services | $123,354 |
THE CHRIST HOSPITAL1 year Filed as: THE CHRIST HOSPITAL-E&Y Service code 10 · EIN 34-6565596 | Accounting | $20,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,139 | $43,110-32.4% | $156,549-81.4% | $65,292-55.4% |
| Participation rate | 96.2% | 69.3%+26.9pp | 84.0%+12.2pp | 72.4%+23.8pp |
| Annual return | 9.38% | 11.24%-1.9pp | 32.23%-22.9pp | 11.84%-2.5pp |
| Employer contribution / active EE | $1,325 | $1,702-22.2% | $5,501-75.9% | $2,302-42.5% |
| Participant deferral / active EE | $3,749 | $2,520+48.8% | $4,871-23.0% | $3,579+4.8% |
| Admin fee / account holder | $21 | $47-54.9% | $13,027-99.8% | $57-62.9% |