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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,633 |
SCHWARTZ GIANNINI LANTSB1 year Filed as: SCHWARTZ, GIANNINI, Service code 10 · EIN 68-0290029 | Accounting | $17,800 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,112 |
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 | $30,449 | $69,823-56.4% | $77,163-60.5% | $74,419-59.1% |
| Participation rate | 95.1% | 70.0%+25.1pp | 69.6%+25.6pp | 70.7%+24.4pp |
| Annual return | 16.55% | 19.98%-3.4pp | 37.87%-21.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $872 | $2,150-59.5% | $2,535-65.6% | $2,637-66.9% |
| Participant deferral / active EE | $3,845 | $3,558+8.1% | $3,833+0.3% | $4,528-15.1% |
| Admin fee / account holder | $243 | $398-39.0% | $5,472-95.6% | $348-30.3% |