Filed December 11, 2008
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,959 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,677 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Filed as: NELSON, BRIAN S. Service code 49 8910 PURDUE RD STE 705 · INDIANAPOLIS, IN 462683161 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported that benefits due were not provided when due.
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 | $37,814 | $69,305-45.4% | $82,313-54.1% | $69,631-45.7% |
| Participation rate | 78.7% | 80.3%-1.6pp | 76.9%+1.8pp | 70.7%+8.0pp |
| Annual return | 18.05% | 21.47%-3.4pp | 25.88%-7.8pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $691 | $1,887-63.4% | $2,428-71.5% | $2,032-66.0% |
| Participant deferral / active EE | $2,802 | $3,568-21.5% | $3,706-24.4% | $3,224-13.1% |
| Admin fee / account holder | $11 | $97-89.0% | $5,608-99.8% | $110-90.3% |