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) | $5,698 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
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).
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 | $25,252 | $31,679-20.3% | $74,701-66.2% | $65,185-61.3% |
| Participation rate | 64.9% | 40.4%+24.6pp | 54.5%+10.5pp | 70.2%-5.3pp |
| Annual return | 20.23% | 39.04%-18.8pp | 752.92%-732.7pp | 29.38%-9.2pp |
| Employer contribution / active EE | $170 | $566-69.9% | $1,084-84.3% | $2,177-92.2% |
| Participant deferral / active EE | $1,384 | $1,191+16.2% | $1,964-29.5% | $3,514-60.6% |
| Admin fee / account holder | $9 | $379-97.6% | $3,333-99.7% | $847-98.9% |