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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,257 |
Filed as: GALLAGHER BENEFIT SERV Service code 27 · EIN 36-4291971 | Advisory (Plan) | $42,500 |
HANNIS T. BOURGEOIS, LLP2 years Filed as: HANNIS T. BOURGEOUS, LLP Service code 10 · EIN 72-0636725 | Accounting | $21,500 |
THE NEWTRON GROUP LLC3 years Service code 10 · EIN 72-0955705 | Accounting | $15,445 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,912 | $81,719-3.4% | $101,248-22.1% | $90,288-12.6% |
| Participation rate | 67.1% | 80.7%-13.6pp | 75.8%-8.7pp | 73.4%-6.2pp |
| Annual return | 13.33% | 337.64%-324.3pp | 46.47%-33.1pp | 53.97%-40.6pp |
| Employer contribution / active EE | $1,392 | $3,622-61.6% | $3,660-62.0% | $2,524-44.9% |
| Participant deferral / active EE | $4,319 | $3,310+30.5% | $4,370-1.2% | $4,232+2.1% |
| Admin fee / account holder | $113 | $162-30.0% | $5,945-98.1% | $114-0.6% |