Filed June 15, 2006
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $891,702 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $93,001 |
Service code 49 · EIN 74-2794194 | Other Services | $29,894 |
GREERWALKER LLP2 years Filed as: GREER WALKER LLP Service code 10 · EIN 56-1434747 | Accounting | $13,300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,897 | $89,569-45.4% | $182,532-73.2% | $89,569-45.4% |
| Participation rate | 91.6% | 69.6%+22.0pp | 78.0%+13.6pp | 69.6%+22.0pp |
| Annual return | 25.52% | 34.56%-9.0pp | 148.54%-123.0pp | 34.56%-9.0pp |
| Employer contribution / active EE | $1,631 | $2,584-36.9% | $4,076-60.0% | $2,584-36.9% |
| Participant deferral / active EE | $4,550 | $4,220+7.8% | $5,524-17.6% | $4,220+7.8% |
| Admin fee / account holder | $78 | $72+8.3% | $8,592-99.1% | $72+8.3% |