Filed May 1, 2015
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 |
|---|---|---|
TOSCANO, GREGORY T.2+ years Service code 49 302 W SUPERIOR ST · DULUTH, MN 558025120 | Other Services | $12,561 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,676 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,320 | $43,423-14.1% | $78,689-52.6% | $55,167-32.4% |
| Participation rate | 84.3% | 68.0%+16.2pp | 73.6%+10.7pp | 69.0%+15.3pp |
| Annual return | 4.84% | 11.53%-6.7pp | 62.18%-57.3pp | 169.23%-164.4pp |
| Employer contribution / active EE | $1,459 | $1,997-26.9% | $2,851-48.8% | $1,963-25.6% |
| Participant deferral / active EE | $1,346 | $2,509-46.4% | $3,517-61.7% | $3,054-55.9% |
| Admin fee / account holder | $34 | $416-91.9% | $4,510-99.2% | $504-93.3% |