Filed April 13, 2005
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 | $146,955 |
HOLT OF CALIFORNIA2 years Service code 14 · EIN 68-0421094 | Plan Administrator | $6,334 |
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 | $111,051 | $69,159+60.6% | $125,175-11.3% | $67,579+64.3% |
| Participation rate | 84.7% | 78.2%+6.5pp | 79.8%+4.9pp | 71.3%+13.4pp |
| Annual return | 23.13% | 27.12%-4.0pp | 43.79%-20.7pp | 378.56%-355.4pp |
| Employer contribution / active EE | $4,253 | $2,023+110.2% | $3,865+10.0% | $2,148+98.0% |
| Participant deferral / active EE | $5,122 | $3,700+38.4% | $4,937+3.7% | $3,539+44.7% |
| Admin fee / account holder | $181 | $142+27.4% | $9,702-98.1% | $142+26.9% |