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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,253 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,423 |
SCHWARTZ GIANNINI LANTSB5 years Service code 10 · EIN 68-0290029 | Accounting | $8,100 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,874 | $66,528-43.1% | $86,874-56.4% | $86,799-56.4% |
| Participation rate | 96.3% | 72.4%+24.0pp | 71.6%+24.7pp | 72.3%+24.1pp |
| Annual return | 15.55% | 19.56%-4.0pp | 63.52%-48.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $936 | $2,007-53.4% | $2,495-62.5% | $2,405-61.1% |
| Participant deferral / active EE | $4,030 | $3,240+24.4% | $3,699+9.0% | $4,131-2.4% |
| Admin fee / account holder | $272 | $148+83.5% | $5,828-95.3% | $170+60.3% |