Filed October 25, 2011 (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 | $24,847 |
VONLEHMAN & COMPANY, INC.1+ years Filed as: VONLEHMAN & COMPANY INC Service code 10 · EIN 31-0905417 | Accounting | $7,575 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $5,626 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,958 | $46,732-8.1% | $156,549-72.6% | $55,167-22.1% |
| Participation rate | 65.5% | 65.8%-0.3pp | 84.0%-18.5pp | 69.0%-3.5pp |
| Annual return | 7.79% | 17.72%-9.9pp | 32.23%-24.4pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,218 | $2,105-42.2% | $5,501-77.9% | $1,963-38.0% |
| Participant deferral / active EE | $1,906 | $2,204-13.5% | $4,871-60.9% | $3,054-37.6% |
| Admin fee / account holder | $140 | $418-66.6% | $13,027-98.9% | $504-72.3% |