Filed February 11, 2011
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,689 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $89,952 | $80,753+11.4% | $136,294-34.0% | $62,292+44.4% |
| Participation rate | 84.1% | 73.5%+10.5pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 19.52% | 35.83%-16.3pp | 5155.94%-5136.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,464 | $2,884-14.6% | $4,695-47.5% | $2,042+20.6% |
| Participant deferral / active EE | $6,632 | $5,164+28.4% | $6,247+6.2% | $3,169+109.3% |
| Admin fee / account holder | $182 | $525-65.3% | $9,243-98.0% | $479-62.0% |