Filed May 11, 2011 (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 |
|---|---|---|
PROASSURANCE1+ years Filed as: PROASSURANCE GROUP SERVICES CORPORA Service code 49 · EIN 63-1285505 | Other Services | $81,533 |
NBC SECURITIES INC1+ years Filed as: NBC SECURITIES, INC. Service code 27 · EIN 63-0923499 | Advisory (Plan) | $40,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,221 |
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 | $148,652 | $68,413+117.3% | $123,104+20.8% | $55,191+169.3% |
| Participation rate | 98.0% | 84.5%+13.5pp | 86.8%+11.2pp | 69.2%+28.8pp |
| Annual return | 12.11% | 6.30%+5.8pp | 13.22%-1.1pp | 10.78%+1.3pp |
| Employer contribution / active EE | $7,429 | $3,050+143.6% | $5,151+44.2% | $1,899+291.3% |
| Participant deferral / active EE | $6,432 | $4,490+43.2% | $6,230+3.3% | $3,046+111.1% |
| Admin fee / account holder | $25 | $88-71.1% | $9,015-99.7% | $91-72.1% |