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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $331,631 |
Service code 27 · EIN 82-1434504 | Advisory (Plan) | $41,099 |
ORENDA RETIREMENT, LLC2 years Service code 49 · EIN 36-4877979 | Other Services | $24,069 |
JACKSON HEALTHCARE2 years Service code 10 · EIN 81-0652936 | Accounting | $22,275 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 26 · EIN 43-1451524 | Advisory (Participants) | $21,070 |
WBL1 year Service code 10 · EIN 58-1460137 | Accounting | $16,080 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $66,826 | $40,278+65.9% | $80,569-17.1% | $80,160-16.6% |
| Participation rate | 97.7% | 47.5%+50.2pp | 67.0%+30.7pp | 72.9%+24.8pp |
| Annual return | 30.62% | 50.86%-20.2pp | 935.43%-904.8pp | 40.38%-9.8pp |
| Employer contribution / active EE | $3,421 | $1,332+156.7% | $2,723+25.6% | $2,978+14.9% |
| Participant deferral / active EE | $8,659 | $2,696+221.2% | $4,447+94.7% | $5,017+72.6% |
| Admin fee / account holder | $180 | $210-14.2% | $5,377-96.6% | $145+24.5% |