Filed February 11, 2011
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 |
|---|---|---|
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 49 · EIN 22-2446239 | Other Services | $9,039 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,348 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $86,224 | $43,423+98.6% | $78,689+9.6% | $55,167+56.3% |
| Participation rate | 85.0% | 68.0%+17.0pp | 73.6%+11.5pp | 69.0%+16.0pp |
| Annual return | 8.10% | 11.53%-3.4pp | 62.18%-54.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,002 | $1,997+50.3% | $2,851+5.3% | $1,963+52.9% |
| Participant deferral / active EE | $4,400 | $2,509+75.4% | $3,517+25.1% | $3,054+44.1% |
| Admin fee / account holder | $8 | $416-98.1% | $4,510-99.8% | $504-98.4% |