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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,748 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,693 | $45,382-52.2% | $154,107-85.9% | $75,289-71.2% |
| Participation rate | 62.8% | 65.9%-3.1pp | 83.0%-20.2pp | 72.4%-9.6pp |
| Annual return | -4.13% | -0.47%-3.7pp | 735.12%-739.2pp | -0.04%-4.1pp |
| Employer contribution / active EE | $424 | $1,533-72.3% | $5,298-92.0% | $2,405-82.4% |
| Participant deferral / active EE | $1,441 | $2,384-39.6% | $5,081-71.6% | $3,739-61.5% |
| Admin fee / account holder | $16 | $89-82.2% | $13,411-99.9% | $102-84.4% |