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 | $42,949 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,972 |
BKD, LLP1 year Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $9,690 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $59,045 | $75,419-21.7% | $392,568-85.0% | $67,579-12.6% |
| Participation rate | 85.7% | 74.8%+10.9pp | 78.1%+7.7pp | 71.3%+14.5pp |
| Annual return | 31.56% | 36.70%-5.1pp | 24.42%+7.1pp | 378.56%-347.0pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,628 | $4,347-16.5% | $5,985-39.4% | $3,539+2.5% |
| Admin fee / account holder | $18 | $114-83.8% | $6,260-99.7% | $142-87.1% |