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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $458,464 |
HORAN SECURITIES INC3+ years Service code 49 · EIN 31-1448612 | Other Services | $115,730 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,788 |
THE CHRIST HOSPITAL3+ years Service code 49 · EIN 31-0538525 | Other Services | $17,390 |
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 | $35,118 | $48,835-28.1% | $170,442-79.4% | $177,276-80.2% |
| Participation rate | 95.0% | 72.1%+22.9pp | 83.6%+11.4pp | 74.8%+20.2pp |
| Annual return | 19.36% | 19.44%-0.1pp | 205.93%-186.6pp | 21.25%-1.9pp |
| Employer contribution / active EE | $1,281 | $1,798-28.8% | $5,433-76.4% | $2,479-48.3% |
| Participant deferral / active EE | $3,737 | $2,757+35.5% | $4,939-24.3% | $3,881-3.7% |
| Admin fee / account holder | $52 | $52+1.0% | $13,880-99.6% | $154-65.9% |