Filed November 8, 2012 (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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,770 |
LOCKTON INVESTMENT ADVISORS, LLC4+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $65,000 |
AIRLINES REPORTING CORPORATION3+ years Service code 38 · EIN 52-1367276 | Participant Communication | $21,656 |
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 | $150,530 | $62,543+140.7% | $83,333+80.6% | $55,725+170.1% |
| Participation rate | 98.7% | 78.4%+20.3pp | 77.8%+20.9pp | 70.9%+27.9pp |
| Annual return | -5.08% | 14.85%-19.9pp | 10.63%-15.7pp | 244.93%-250.0pp |
| Employer contribution / active EE | $4,715 | $2,427+94.2% | $3,379+39.5% | $2,078+126.9% |
| Participant deferral / active EE | $9,884 | $5,682+73.9% | $5,565+77.6% | $3,356+194.5% |
| Admin fee / account holder | $245 | $103+137.9% | $7,510-96.7% | $115+112.9% |