Filed March 9, 2010 (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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS. COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $12,485 |
EDWARD JONES3+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,779 |
Filed as: PRINCIPAL LIFE INS Service code 13 | Contract Administrator | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WISHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,708 | $55,002-66.0% | $59,878-68.8% | $56,287-66.8% |
| Participation rate | 94.3% | 75.9%+18.4pp | 74.7%+19.6pp | 69.9%+24.5pp |
| Annual return | 15.76% | 1.13%+14.6pp | 3.46%+12.3pp | -9.96%+25.7pp |
| Employer contribution / active EE | $2,091 | $2,448-14.6% | $2,722-23.2% | $2,111-1.0% |
| Participant deferral / active EE | $1,542 | $3,121-50.6% | $3,402-54.7% | $3,350-54.0% |
| Admin fee / account holder | $47 | $236-80.0% | $3,590-98.7% | $521-91.0% |