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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $322,620 |
ORENDA RETIREMENT, LLC1 year Service code 13 · EIN 36-4877979 | Contract Administrator | $19,570 |
JACKSON HEALTHCARE1 year Service code 10 · EIN 81-0652936 | Accounting | $18,048 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 · EIN 58-2365498 | Contract Administrator | $14,911 |
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 | $60,954 | $37,317+63.3% | $77,024-20.9% | $77,904-21.8% |
| Participation rate | 94.9% | 46.9%+48.1pp | 67.9%+27.0pp | 73.7%+21.3pp |
| Annual return | -15.93% | -5.88%-10.0pp | 42.32%-58.2pp | 12.21%-28.1pp |
| Employer contribution / active EE | $2,597 | $1,218+113.1% | $2,812-7.7% | $2,848-8.8% |
| Participant deferral / active EE | $8,652 | $2,564+237.4% | $4,426+95.5% | $4,806+80.0% |
| Admin fee / account holder | $183 | $126+45.4% | $5,425-96.6% | $133+37.9% |