Filed December 29, 1992
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,164 |
Filed as: GALLAGHER BENEFIT SERVICES INC. Service code 21 · EIN 36-4291971 | Bank Trustee | $36,000 |
PACERS BASKETBALL LLC1+ years Service code 21 · EIN 03-5156378 | Bank Trustee | $22,000 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $8,988 |
MORNINGSTAR1+ years Filed as: MORNING STAR INVESTMENTS Service code 26 · EIN 36-2923857 | Advisory (Participants) | $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 | $105,792 | $37,134+184.9% | $100,671+5.1% | $52,331+102.2% |
| Participation rate | 99.0% | 57.7%+41.4pp | 70.7%+28.3pp | 68.1%+30.9pp |
| Annual return | 0.83% | 0.10%+0.7pp | 20.43%-19.6pp | 4.54%-3.7pp |
| Employer contribution / active EE | $3,802 | $1,187+220.2% | $4,012-5.2% | $1,882+102.0% |
| Participant deferral / active EE | $6,278 | $2,163+190.2% | $3,144+99.7% | $3,022+107.7% |
| Admin fee / account holder | $261 | $467-44.0% | $4,850-94.6% | $592-55.8% |