Filed April 9, 2008
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 | $30,219 |
Filed as: FIRST INTERSTATE BANK OF COMMERCE Service code 27 · EIN 81-6023169 | Advisory (Plan) | $19,376 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,225 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,405 | $76,670-40.8% | $96,683-53.0% | $71,457-36.5% |
| Participation rate | 82.1% | 66.6%+15.5pp | 74.3%+7.8pp | 67.9%+14.2pp |
| Annual return | 17.07% | 48.29%-31.2pp | 35.69%-18.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,085 | $3,031-64.2% | $3,737-71.0% | $2,588-58.1% |
| Participant deferral / active EE | $6,823 | $3,771+80.9% | $4,878+39.9% | $4,289+59.1% |
| Admin fee / account holder | $125 | $2,028-93.8% | $6,730-98.1% | $1,587-92.1% |