Filed February 5, 2013
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,658 |
WOODBURY FINANCIAL SERVICES5+ years Service code 49 · EIN 41-0944586 | Other Services | $1,728 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,585 | $72,492-34.4% | $87,100-45.4% | $72,985-34.8% |
| Participation rate | 83.5% | 72.8%+10.7pp | 76.9%+6.6pp | 69.5%+14.0pp |
| Annual return | 23.64% | 24.46%-0.8pp | 28.19%-4.5pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,042 | $1,894-45.0% | $2,521-58.7% | $2,440-57.3% |
| Participant deferral / active EE | $2,915 | $3,270-10.8% | $4,049-28.0% | $3,607-19.2% |
| Admin fee / account holder | $129 | $5,055-97.5% | $7,497-98.3% | $5,124-97.5% |