Filed November 8, 2010
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 |
|---|---|---|
Service code 49 · EIN 95-3074590 | Other Services | $6,658 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,406 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $103,433 | $66,310+56.0% | $93,606+10.5% | $65,185+58.7% |
| Participation rate | 77.0% | 74.0%+3.1pp | 75.8%+1.2pp | 70.2%+6.8pp |
| Annual return | 20.53% | 42.58%-22.1pp | 32.76%-12.2pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,644 | $2,012-18.3% | $2,718-39.5% | $2,177-24.5% |
| Participant deferral / active EE | $4,061 | $3,342+21.5% | $4,069-0.2% | $3,514+15.6% |
| Admin fee / account holder | $32 | $6,897-99.5% | $7,888-99.6% | $847-96.2% |