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 LLC4+ years Service code 49 · EIN 95-3845382 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Services | $13,706 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 111 WEST STATE ST. · MASON CITY, IA 50401 | Contract Administrator | $6,845 |
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 | $54,629 | $70,083-22.1% | $59,878-8.8% | $55,725-2.0% |
| Participation rate | 80.6% | 78.4%+2.3pp | 74.7%+5.9pp | 70.9%+9.8pp |
| Annual return | -3.11% | 3.13%-6.2pp | 3.46%-6.6pp | 244.93%-248.0pp |
| Employer contribution / active EE | $993 | $2,878-65.5% | $2,722-63.5% | $2,078-52.2% |
| Participant deferral / active EE | $1,460 | $3,079-52.6% | $3,402-57.1% | $3,356-56.5% |
| Admin fee / account holder | $23 | $70-67.2% | $3,590-99.4% | $115-80.0% |