Filed April 18, 2005
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $234,868 |
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $45,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,101 | $31,810+57.5% | $64,105-21.8% | $59,188-15.4% |
| Participation rate | 42.5% | 57.7%-15.2pp | 68.2%-25.6pp | 69.4%-26.9pp |
| Annual return | 13.73% | 9.41%+4.3pp | 791.24%-777.5pp | 5.51%+8.2pp |
| Employer contribution / active EE | $310 | $659-53.0% | $1,820-83.0% | $2,098-85.2% |
| Participant deferral / active EE | $2,303 | $1,582+45.5% | $2,822-18.4% | $3,265-29.5% |
| Admin fee / account holder | $172 | $57+202.5% | $4,499-96.2% | $92+86.6% |