Filed December 2, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,705 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,050 |
Filed as: SCHWARTZ, GIANNI, LANTS Service code 10 · EIN 68-0290029 | Accounting | $7,850 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,132 | $61,473-47.7% | $81,930-60.8% | $73,409-56.2% |
| Participation rate | 93.3% | 72.4%+20.9pp | 72.0%+21.3pp | 72.2%+21.1pp |
| Annual return | 13.38% | 28.26%-14.9pp | 29.49%-16.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $898 | $1,898-52.7% | $4,310-79.2% | $2,234-59.8% |
| Participant deferral / active EE | $3,816 | $3,080+23.9% | $7,107-46.3% | $3,805+0.3% |
| Admin fee / account holder | $81 | $125-35.7% | $5,158-98.4% | $158-48.9% |