Filed November 29, 2013 (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 |
|---|---|---|
KARTHAUSER, GARRETT A.2+ years Service code 49 14301 1ST NATIONAL BANK · OMAHA, NE 681545299 | Other Services | $25,025 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,369 |
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 | $26,344 | $36,916-28.6% | $156,549-83.2% | $57,658-54.3% |
| Participation rate | 94.9% | 63.4%+31.5pp | 84.0%+10.9pp | 70.2%+24.7pp |
| Annual return | 11.02% | 12.38%-1.4pp | 32.23%-21.2pp | 5.13%+5.9pp |
| Employer contribution / active EE | $1,495 | $1,571-4.8% | $5,501-72.8% | $1,974-24.2% |
| Participant deferral / active EE | $1,920 | $1,926-0.3% | $4,871-60.6% | $3,061-37.3% |
| Admin fee / account holder | $13 | $82-84.3% | $13,027-99.9% | $95-86.3% |