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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,538 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $104,649 | $89,739+16.6% | $149,718-30.1% | $62,292+68.0% |
| Participation rate | 99.1% | 85.1%+14.0pp | 87.1%+12.1pp | 69.5%+29.6pp |
| Annual return | 18.42% | 21.01%-2.6pp | 1501.63%-1483.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $4,670 | $3,233+44.4% | $5,445-14.2% | $2,042+128.7% |
| Participant deferral / active EE | $4,210 | $4,797-12.2% | $6,569-35.9% | $3,169+32.8% |
| Admin fee / account holder | $22 | $551-96.0% | $11,283-99.8% | $479-95.4% |