Filed January 1, 2012
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,529 |
WEALTHPLAN ADVISORS LLC2+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $26,554 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $20,988 | $36,916-43.1% | $156,549-86.6% | $57,658-63.6% |
| Participation rate | 97.1% | 63.4%+33.7pp | 84.0%+13.1pp | 70.2%+26.9pp |
| Annual return | 13.61% | 12.38%+1.2pp | 32.23%-18.6pp | 5.13%+8.5pp |
| Employer contribution / active EE | $1,199 | $1,571-23.6% | $5,501-78.2% | $1,974-39.2% |
| Participant deferral / active EE | $3,306 | $1,926+71.7% | $4,871-32.1% | $3,061+8.0% |
| Admin fee / account holder | $64 | $82-21.9% | $13,027-99.5% | $95-31.9% |