Filed May 15, 2013
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 | $4,253 |
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $1,958 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,992 | $75,183-57.4% | $123,892-74.2% | $55,167-42.0% |
| Participation rate | 74.2% | 72.8%+1.4pp | 81.4%-7.2pp | 69.0%+5.2pp |
| Annual return | 7.25% | 19.01%-11.8pp | 47.52%-40.3pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,450 | $5,084-51.8% | $5,984-59.1% | $3,054-19.8% |
| Admin fee / account holder | $39 | $663-94.1% | $8,357-99.5% | $504-92.2% |