Filed June 8, 2009 (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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,861 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $840 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $267,615 | $28,109+852.1% | $71,086+276.5% | $56,287+375.5% |
| Participation rate | 0.0% | 40.4%-40.4pp | 54.7%-54.7pp | 69.9%-69.9pp |
| Annual return | -1.67% | -615.05%+613.4pp | 650.59%-652.3pp | -9.96%+8.3pp |
| Employer contribution / active EE | $199 | $558-64.4% | $1,088-81.7% | $2,111-90.6% |
| Participant deferral / active EE | $1,442 | $1,116+29.2% | $1,874-23.1% | $3,350-57.0% |
| Admin fee / account holder | $105 | $585-82.0% | $3,082-96.6% | $521-79.8% |