Filed December 14, 2012 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,820 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $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.
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 | $17,725 | $37,039-52.1% | $147,614-88.0% | $59,188-70.1% |
| Participation rate | 61.1% | 63.8%-2.6pp | 84.6%-23.5pp | 69.4%-8.3pp |
| Annual return | 1.70% | 7.19%-5.5pp | 61.98%-60.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $409 | $1,353-69.8% | $5,564-92.7% | $2,098-80.5% |
| Participant deferral / active EE | $1,132 | $2,094-45.9% | $4,895-76.9% | $3,265-65.3% |
| Admin fee / account holder | $9 | $60-84.3% | $11,611-99.9% | $92-89.7% |