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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,213 |
LPL FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,493 |
SCHWARTZ GIANNINI LANTSB1 year Filed as: SCHWARTZ, GAINNINI, Service code 10 · EIN 68-0290029 | Accounting | $9,850 |
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 | $35,179 | $66,457-47.1% | $81,382-56.8% | $77,643-54.7% |
| Participation rate | 95.6% | 68.7%+26.8pp | 69.5%+26.1pp | 70.6%+25.0pp |
| Annual return | 13.73% | 15.93%-2.2pp | 24.73%-11.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $896 | $2,159-58.5% | $2,463-63.6% | $2,726-67.1% |
| Participant deferral / active EE | $4,005 | $3,679+8.9% | $3,883+3.1% | $4,647-13.8% |
| Admin fee / account holder | $242 | $583-58.4% | $5,768-95.8% | $430-43.7% |