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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,379 |
BENING, RAYMOND L.1 year Service code 49 801 GRAND AVE STE 240 · DES MOINES, IA 503098001 | Other Services | $13,362 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $17,428 | $37,213-53.2% | $156,549-88.9% | $63,975-72.8% |
| Participation rate | 70.5% | 65.0%+5.6pp | 84.0%-13.5pp | 71.1%-0.6pp |
| Annual return | 7.82% | 47.89%-40.1pp | 32.23%-24.4pp | 48.65%-40.8pp |
| Employer contribution / active EE | $384 | $1,357-71.7% | $5,501-93.0% | $2,182-82.4% |
| Participant deferral / active EE | $1,245 | $2,070-39.9% | $4,871-74.4% | $3,356-62.9% |
| Admin fee / account holder | $9 | $56-84.0% | $13,027-99.9% | $70-87.2% |