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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,406 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,334 |
Filed as: WILSHIRE ADVISORS LLC 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 | $32,842 | $56,503-41.9% | $70,092-53.1% | $64,808-49.3% |
| Participation rate | 84.4% | 70.5%+14.0pp | 70.5%+14.0pp | 71.5%+13.0pp |
| Annual return | -17.02% | -13.44%-3.6pp | 190.73%-207.8pp | 32.82%-49.8pp |
| Employer contribution / active EE | $888 | $2,046-56.6% | $2,559-65.3% | $2,506-64.6% |
| Participant deferral / active EE | $3,888 | $3,389+14.7% | $3,849+1.0% | $4,310-9.8% |
| Admin fee / account holder | $241 | $160+50.5% | $6,267-96.1% | $188+28.5% |