Filed December 2, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,832 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $15,460 |
MMA SECURITIES LLC1 year Filed as: MARSH INS & INVESTMENTS CORP Service code 49 · EIN 52-2189187 | Other Services | $3,978 |
WILSHIRE ASSOCIATES INCORPORATED2+ 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 | $51,891 | $56,640-8.4% | $80,975-35.9% | $57,658-10.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 75.8%+15.9pp | 70.2%+21.4pp |
| Annual return | 9.35% | 19.97%-10.6pp | 17.10%-7.8pp | 5.13%+4.2pp |
| Employer contribution / active EE | $1,720 | $2,085-17.5% | $3,714-53.7% | $1,974-12.8% |
| Participant deferral / active EE | $2,514 | $4,944-49.1% | $5,696-55.9% | $3,061-17.8% |
| Admin fee / account holder | $18 | $87-79.4% | $5,516-99.7% | $95-81.0% |