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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $562,876 |
THE CHRIST HOSPITAL4+ years Service code 49 · EIN 31-0538525 | Other Services | $74,587 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $33,789 | $44,007-23.2% | $154,107-78.1% | $68,904-51.0% |
| Participation rate | 94.7% | 70.0%+24.7pp | 83.0%+11.7pp | 74.1%+20.6pp |
| Annual return | -4.59% | 8.15%-12.7pp | 735.12%-739.7pp | 1.07%-5.7pp |
| Employer contribution / active EE | $1,309 | $1,732-24.4% | $5,298-75.3% | $2,540-48.5% |
| Participant deferral / active EE | $3,933 | $2,813+39.8% | $5,081-22.6% | $4,015-2.1% |
| Admin fee / account holder | $55 | $65-14.8% | $13,411-99.6% | $71-22.7% |