Filed September 1, 2009 (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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,128 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC. Service code 27 · EIN 38-2722519 | Advisory (Plan) | $41,559 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $14,805 |
Filed as: WILSHIRE ADVISORS LLC 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,847 | $50,982+231.2% | $154,803+9.1% | $85,563+97.3% |
| Participation rate | 74.7% | 59.8%+14.9pp | 78.1%-3.3pp | 66.0%+8.8pp |
| Annual return | 13.75% | 30.35%-16.6pp | 58.88%-45.1pp | 31.51%-17.8pp |
| Employer contribution / active EE | $2,474 | $1,708+44.8% | $4,305-42.5% | $2,654-6.8% |
| Participant deferral / active EE | $6,171 | $2,474+149.4% | $5,540+11.4% | $4,375+41.0% |
| Admin fee / account holder | $213 | $846-74.8% | $14,329-98.5% | $834-74.4% |