Filed April 23, 2010
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $136,940 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $64,873 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 · EIN 58-2365498 780 JOHNSON FERRY RD. SUITE 375 · ATLANTA, GA 30342 | Contract Administrator | $17,558 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,247 | $38,925-9.4% | $73,843-52.3% | $55,191-36.1% |
| Participation rate | 87.6% | 66.0%+21.6pp | 73.4%+14.2pp | 69.2%+18.5pp |
| Annual return | 2.58% | 6.31%-3.7pp | 2267.84%-2265.3pp | 10.78%-8.2pp |
| Employer contribution / active EE | $1,370 | $1,695-19.2% | $2,787-50.9% | $1,899-27.9% |
| Participant deferral / active EE | $6,442 | $2,351+174.0% | $3,583+79.8% | $3,046+111.5% |
| Admin fee / account holder | $132 | $83+58.9% | $4,880-97.3% | $91+45.1% |