Filed September 9, 2009
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 | $92,263 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 36-4291971 | Other Services | $34,000 |
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T. BOURGEOUS, LLP Service code 10 · EIN 72-0636725 | Accounting | $15,626 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $63,079 | $66,051-4.5% | $92,893-32.1% | $77,787-18.9% |
| Participation rate | 70.8% | 81.0%-10.2pp | 76.0%-5.3pp | 73.2%-2.5pp |
| Annual return | 22.25% | 20.69%+1.6pp | 109.41%-87.2pp | 32.57%-10.3pp |
| Employer contribution / active EE | $1,282 | $3,426-62.6% | $3,653-64.9% | $2,504-48.8% |
| Participant deferral / active EE | $4,600 | $3,013+52.6% | $4,236+8.6% | $3,967+15.9% |
| Admin fee / account holder | $83 | $148-44.0% | $5,794-98.6% | $100-17.2% |