Filed January 1, 2012 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,270 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $89,566 | $74,089+20.9% | $133,980-33.1% | $55,167+62.4% |
| Participation rate | 99.1% | 84.3%+14.8pp | 87.1%+12.0pp | 69.0%+30.1pp |
| Annual return | 8.36% | 12.11%-3.8pp | 29.30%-20.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,522 | $3,064+47.6% | $5,211-13.2% | $1,963+130.4% |
| Participant deferral / active EE | $4,155 | $4,678-11.2% | $6,282-33.9% | $3,054+36.0% |
| Admin fee / account holder | $27 | $458-94.2% | $9,324-99.7% | $504-94.7% |