Filed April 22, 2014 (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 |
|---|---|---|
FIRST FINANCIAL BANK1+ years Service code 49 · EIN 35-0704860 | Other Services | $34,793 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,311 |
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 | $26,632 | $37,117-28.2% | $147,614-82.0% | $55,191-51.7% |
| Participation rate | 68.2% | 63.6%+4.5pp | 84.6%-16.5pp | 69.2%-1.0pp |
| Annual return | -0.12% | 3.44%-3.6pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,422 | $1,620-12.3% | $5,564-74.4% | $1,899-25.1% |
| Participant deferral / active EE | $847 | $1,985-57.4% | $4,895-82.7% | $3,046-72.2% |
| Admin fee / account holder | $23 | $86-72.6% | $11,611-99.8% | $91-74.2% |