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) | $5,533 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $969 |
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).
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 | $37,032 | $39,019-5.1% | $80,716-54.1% | $85,850-56.9% |
| Participation rate | 54.4% | 41.5%+12.8pp | 54.2%+0.2pp | 69.3%-14.9pp |
| Annual return | 12.68% | 26.27%-13.6pp | 87.28%-74.6pp | 318.53%-305.9pp |
| Employer contribution / active EE | $117 | $722-83.8% | $1,160-89.9% | $2,565-95.4% |
| Participant deferral / active EE | $1,194 | $1,326-9.9% | $2,146-44.3% | $3,952-69.8% |
| Admin fee / account holder | $15 | $2,431-99.4% | $3,380-99.6% | $6,260-99.8% |