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 BANK2+ years Service code 49 · EIN 35-0704860 | Other Services | $35,258 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,791 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,917 | $36,916-21.7% | $156,549-81.5% | $57,658-49.8% |
| Participation rate | 72.1% | 63.4%+8.6pp | 84.0%-11.9pp | 70.2%+1.8pp |
| Annual return | 7.73% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,535 | $1,571-2.3% | $5,501-72.1% | $1,974-22.2% |
| Participant deferral / active EE | $1,048 | $1,926-45.6% | $4,871-78.5% | $3,061-65.7% |
| Admin fee / account holder | $25 | $82-70.3% | $13,027-99.8% | $95-74.1% |