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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $595,138 |
THE CHRIST HOSPITAL6+ years Service code 49 · EIN 31-0538525 | Other Services | $72,638 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,250 |
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 | $49,865 | $63,259-21.2% | $178,490-72.1% | $93,223-46.5% |
| Participation rate | 95.7% | 72.1%+23.6pp | 81.9%+13.8pp | 74.9%+20.8pp |
| Annual return | 15.54% | 19.93%-4.4pp | 151.07%-135.5pp | 19.29%-3.7pp |
| Employer contribution / active EE | $495 | $1,865-73.4% | $5,011-90.1% | $2,680-81.5% |
| Participant deferral / active EE | $4,501 | $3,372+33.5% | $5,202-13.5% | $4,563-1.4% |
| Admin fee / account holder | $81 | $58+39.1% | $13,984-99.4% | $79+1.9% |