Filed March 6, 2012
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,595 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,078 | $22,714+138.1% | $59,496-9.1% | $55,191-2.0% |
| Participation rate | 25.8% | 37.5%-11.7pp | 54.6%-28.8pp | 69.2%-43.4pp |
| Annual return | 0.18% | -44.01%+44.2pp | 182.05%-181.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $157 | $418-62.5% | $1,153-86.4% | $1,899-91.7% |
| Participant deferral / active EE | $636 | $843-24.6% | $1,829-65.2% | $3,046-79.1% |
| Admin fee / account holder | $177 | $83+112.7% | $2,232-92.1% | $91+95.2% |