Filed April 5, 2007
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,621 |
LPL FINANCIAL3+ years Filed as: KMS FINANCIAL SERVICES INC Service code 49 · EIN 91-0850651 | Other Services | $2,213 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,178 | $81,537-43.4% | $149,718-69.2% | $69,631-33.7% |
| Participation rate | 87.7% | 86.1%+1.5pp | 87.1%+0.6pp | 70.7%+17.0pp |
| Annual return | 19.77% | 22.79%-3.0pp | 1501.63%-1481.9pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $1,408 | $3,239-56.5% | $5,445-74.1% | $2,032-30.7% |
| Participant deferral / active EE | $2,643 | $4,994-47.1% | $6,569-59.8% | $3,224-18.0% |
| Admin fee / account holder | $138 | $107+29.0% | $11,283-98.8% | $110+24.8% |