Filed January 6, 2006 (most recent of 2 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,994 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS LLC Service code 49 · EIN 20-3247391 | Other Services | $50,553 |
RSM US LLP2+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $17,450 |
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 | $83,685 | $69,305+20.7% | $82,313+1.7% | $69,631+20.2% |
| Participation rate | 96.9% | 80.3%+16.7pp | 76.9%+20.0pp | 70.7%+26.3pp |
| Annual return | 20.10% | 21.47%-1.4pp | 25.88%-5.8pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $1,911 | $1,887+1.3% | $2,428-21.3% | $2,032-6.0% |
| Participant deferral / active EE | $5,710 | $3,568+60.0% | $3,706+54.1% | $3,224+77.1% |
| Admin fee / account holder | $150 | $97+54.2% | $5,608-97.3% | $110+35.7% |