Filed February 11, 2011
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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,195 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,342 |
HOGANTAYLOR LLP6 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $17,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,396 | $132,049-33.1% | $200,582-55.9% | $74,304+19.0% |
| Participation rate | 88.3% | 84.1%+4.2pp | 86.9%+1.4pp | 60.3%+27.9pp |
| Annual return | 17.93% | 22.22%-4.3pp | 42.33%-24.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $3,075 | $4,558-32.5% | $6,419-52.1% | $2,241+37.2% |
| Participant deferral / active EE | $4,381 | $7,213-39.3% | $9,331-53.1% | $3,767+16.3% |
| Admin fee / account holder | $526 | $2,405-78.1% | $16,305-96.8% | $2,969-82.3% |