Filed January 3, 2014
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 | $1,590 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $34,223 | $41,854-18.2% | $73,843-53.7% | $52,331-34.6% |
| Participation rate | 97.8% | 66.2%+31.6pp | 73.4%+24.4pp | 68.1%+29.7pp |
| Annual return | -0.35% | 2.11%-2.5pp | 2267.84%-2268.2pp | 4.54%-4.9pp |
| Employer contribution / active EE | $2,012 | $1,920+4.8% | $2,787-27.8% | $1,882+6.9% |
| Participant deferral / active EE | $3,201 | $2,498+28.2% | $3,583-10.7% | $3,022+5.9% |
| Admin fee / account holder | $10 | $493-98.0% | $4,880-99.8% | $592-98.3% |