Filed January 17, 2012
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $960,700 |
FRINGE BENEFITS, INC8 years Service code 13 · EIN 52-0895753 | Contract Administrator | $564,086 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $79,225 |
Service code 16 · EIN 52-1662003 | Consulting | $55,272 |
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $44,471 |
Filed as: ARTHUR J. GALLAGHER RISK MANG. SERV Service code 49 · EIN 36-2102482 | Other Services | $31,124 |
Service code 29 · EIN 58-0619407 | Legal | $29,923 |
MOORE COLSON3 years Service code 16 · EIN 58-1653941 | Consulting | $8,320 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,744 | $63,770+56.4% | $71,209+40.1% | $102,872-3.0% |
| Participation rate | 94.6% | 61.0%+33.6pp | 73.8%+20.9pp | 73.0%+21.6pp |
| Annual return | 18.88% | 16.01%+2.9pp | 282.51%-263.6pp | 19.06%-0.2pp |
| Employer contribution / active EE | $4,690 | $2,367+98.2% | $2,721+72.4% | $3,526+33.0% |
| Participant deferral / active EE | $6,589 | $3,587+83.7% | $4,175+57.8% | $5,535+19.0% |
| Admin fee / account holder | $306 | $220+39.1% | $5,349-94.3% | $292+4.6% |