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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,054 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $32,500 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $32,500 |
CHERRY BEKAERT LLP6 years Service code 10 · EIN 56-0574444 | Accounting | $12,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,722 | $64,612+178.2% | $86,436+107.9% | $64,808+177.3% |
| Participation rate | 98.7% | 81.5%+17.2pp | 80.3%+18.3pp | 71.5%+27.2pp |
| Annual return | -15.75% | 0.66%-16.4pp | 4394.89%-4410.6pp | 32.82%-48.6pp |
| Employer contribution / active EE | $5,351 | $2,744+95.0% | $3,769+42.0% | $2,506+113.5% |
| Participant deferral / active EE | $11,928 | $7,497+59.1% | $6,952+71.6% | $4,310+176.7% |
| Admin fee / account holder | $274 | $169+61.9% | $6,731-95.9% | $188+45.8% |