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 SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES INC Service code 49 · EIN 22-2446239 | Other Services | $10,831 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,116 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $100,168 | $50,637+97.8% | $86,590+15.7% | $62,292+60.8% |
| Participation rate | 98.3% | 67.9%+30.4pp | 73.5%+24.7pp | 69.5%+28.8pp |
| Annual return | 15.74% | 20.80%-5.1pp | 964.84%-949.1pp | 28.90%-13.2pp |
| Employer contribution / active EE | $5,502 | $2,075+165.1% | $2,839+93.8% | $2,042+169.4% |
| Participant deferral / active EE | $5,354 | $2,611+105.0% | $3,609+48.4% | $3,169+68.9% |
| Admin fee / account holder | $9 | $413-97.8% | $4,906-99.8% | $479-98.1% |