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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $212,714 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $81,947 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $6,000 |
MARCUM LLP3+ years Filed as: MARCUM, CONNIE D. Service code 49 1444 HORN ST STE 102 · CLARKSVILLE, IN 471297743 | Other Services | $2,881 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $79,543 | $123,286-35.5% | $75,670+5.1% | $77,958+2.0% |
| Participation rate | 85.1% | 78.8%+6.3pp | 72.3%+12.7pp | 71.6%+13.4pp |
| Annual return | 144.46% | 20.45%+124.0pp | 27.34%+117.1pp | 20.87%+123.6pp |
| Employer contribution / active EE | $3,297 | $2,035+62.0% | $2,352+40.2% | $2,310+42.7% |
| Participant deferral / active EE | $4,226 | $3,095+36.5% | $3,142+34.5% | $3,537+19.5% |
| Admin fee / account holder | $129 | $144-10.8% | $5,800-97.8% | $97+32.0% |