Filed January 3, 2012
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 | $35,328 |
DOUGLAS DYNAMICS LLC1 year Service code 49 · EIN 42-1623692 | Other Services | $15,014 |
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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,520 | $78,852-29.6% | $76,768-27.7% | $75,289-26.3% |
| Participation rate | 77.2% | 85.0%-7.8pp | 77.0%+0.2pp | 72.4%+4.8pp |
| Annual return | 11.91% | -1.29%+13.2pp | 2.43%+9.5pp | -0.04%+11.9pp |
| Employer contribution / active EE | $1,783 | $2,794-36.2% | $2,485-28.3% | $2,405-25.9% |
| Participant deferral / active EE | $3,672 | $4,800-23.5% | $3,852-4.7% | $3,739-1.8% |
| Admin fee / account holder | $25 | $79-68.5% | $6,675-99.6% | $102-75.7% |