Filed May 15, 2013 (most recent of 5 filings on file)
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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $48,272 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,371 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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).
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 | $51,068 | $64,286-20.6% | $106,387-52.0% | $55,725-8.4% |
| Participation rate | 82.0% | 75.2%+6.8pp | 77.5%+4.5pp | 70.9%+11.1pp |
| Annual return | -4.95% | 0.84%-5.8pp | 0.25%-5.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $9 | $2,367-99.6% | $3,520-99.7% | $2,078-99.6% |
| Participant deferral / active EE | $3,223 | $4,158-22.5% | $5,421-40.5% | $3,356-3.9% |
| Admin fee / account holder | $13 | $102-87.5% | $7,510-99.8% | $115-88.9% |