Filed April 1, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,453 |
MARCUM LLP1+ years Filed as: MARCUM, CONNIE D. Service code 49 1444 HORN ST STE 102 · CLARKSVILLE, IN 471297743 | Other Services | $8,486 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $61,824 | $48,277+28.1% | $63,517-2.7% | $55,191+12.0% |
| Participation rate | 81.5% | 69.4%+12.1pp | 71.0%+10.5pp | 69.2%+12.3pp |
| Annual return | 0.08% | 2.37%-2.3pp | -70.30%+70.4pp | 10.78%-10.7pp |
| Employer contribution / active EE | $2,864 | $1,592+79.9% | $2,322+23.4% | $1,899+50.9% |
| Participant deferral / active EE | $4,021 | $2,432+65.3% | $2,953+36.1% | $3,046+32.0% |
| Admin fee / account holder | $19 | $86-77.9% | $5,892-99.7% | $91-79.1% |