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 BANK3+ years Service code 49 · EIN 35-0704860 | Other Services | $39,208 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,197 |
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 | $29,563 | $46,173-36.0% | $170,442-82.7% | $69,631-57.5% |
| Participation rate | 78.0% | 63.9%+14.1pp | 83.6%-5.6pp | 70.7%+7.3pp |
| Annual return | 14.23% | 21.62%-7.4pp | 205.93%-191.7pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $1,763 | $1,610+9.5% | $5,433-67.5% | $2,032-13.2% |
| Participant deferral / active EE | $1,182 | $2,080-43.2% | $4,939-76.1% | $3,224-63.3% |
| Admin fee / account holder | $16 | $116-86.4% | $13,880-99.9% | $110-85.7% |