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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $24,041 |
KARTHAUSER, GARRETT A.3+ years Service code 49 14301 1ST NATIONAL BANK · OMAHA, NE 681545299 | Other Services | $6,929 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,904 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $33,644 | $46,173-27.1% | $170,442-80.3% | $69,631-51.7% |
| Participation rate | 92.3% | 63.9%+28.4pp | 83.6%+8.7pp | 70.7%+21.6pp |
| Annual return | 18.77% | 21.62%-2.9pp | 205.93%-187.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,552 | $1,610-3.6% | $5,433-71.4% | $2,032-23.6% |
| Participant deferral / active EE | $2,114 | $2,080+1.6% | $4,939-57.2% | $3,224-34.4% |
| Admin fee / account holder | $13 | $116-89.1% | $13,880-99.9% | $110-88.6% |