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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $260,163 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $82,800 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 · EIN 58-2365498 | Contract Administrator | $21,163 |
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 | $68,307 | $46,219+47.8% | $89,391-23.6% | $90,288-24.3% |
| Participation rate | 98.4% | 44.9%+53.5pp | 68.0%+30.4pp | 73.4%+25.0pp |
| Annual return | 17.04% | 25.71%-8.7pp | 245.62%-228.6pp | 53.97%-36.9pp |
| Employer contribution / active EE | $2,714 | $953+184.7% | $2,586+5.0% | $2,524+7.5% |
| Participant deferral / active EE | $8,895 | $2,136+316.3% | $3,890+128.7% | $4,232+110.2% |
| Admin fee / account holder | $164 | $147+11.5% | $4,881-96.6% | $114+43.6% |