Filed March 1, 2010
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 |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2+ years Service code 49 · EIN 95-3845382 | Other Services | $11,553 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 111 WEST STATE ST. · MASON CITY, IA 50401 | Contract Administrator | $6,383 |
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 | $57,403 | $52,467+9.4% | $57,179+0.4% | $55,167+4.1% |
| Participation rate | 98.8% | 75.8%+22.9pp | 75.3%+23.4pp | 69.0%+29.8pp |
| Annual return | 5.29% | 7.72%-2.4pp | 14.59%-9.3pp | 169.23%-163.9pp |
| Employer contribution / active EE | $1,324 | $2,477-46.6% | $2,682-50.6% | $1,963-32.5% |
| Participant deferral / active EE | $2,004 | $2,830-29.2% | $3,096-35.3% | $3,054-34.4% |
| Admin fee / account holder | $18 | $269-93.3% | $3,139-99.4% | $504-96.4% |