Filed August 11, 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. $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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,281 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 · EIN 20-5846369 | Advisory (Plan) | $46,416 |
BAKER TILLY US, LLP4 years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $20,995 |
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 | $94,921 | $69,159+37.3% | $125,175-24.2% | $67,579+40.5% |
| Participation rate | 96.2% | 78.2%+18.0pp | 79.8%+16.5pp | 71.3%+25.0pp |
| Annual return | 22.02% | 27.12%-5.1pp | 43.79%-21.8pp | 378.56%-356.5pp |
| Employer contribution / active EE | $2,118 | $2,023+4.7% | $3,865-45.2% | $2,148-1.4% |
| Participant deferral / active EE | $5,441 | $3,700+47.1% | $4,937+10.2% | $3,539+53.7% |
| Admin fee / account holder | $233 | $142+64.2% | $9,702-97.6% | $142+63.6% |