Filed October 4, 2010 (most recent of 3 filings on file)
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 | $12,738 |
Filed as: GREAT-WEST LIFE ANNUITY & INSURANCE Service code 15 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $50 |
LPL FINANCIAL1+ years Service code 49 · EIN 95-2834236 | Other Services | $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 | $64,582 | $55,182+17.0% | $73,307-11.9% | $55,191+17.0% |
| Participation rate | 95.5% | 73.9%+21.6pp | 74.9%+20.6pp | 69.2%+26.3pp |
| Annual return | -0.38% | 8.55%-8.9pp | 5.67%-6.1pp | 10.78%-11.2pp |
| Employer contribution / active EE | $4,275 | $1,935+121.0% | $3,237+32.0% | $1,899+125.1% |
| Participant deferral / active EE | $8,162 | $4,641+75.9% | $4,991+63.5% | $3,046+167.9% |
| Admin fee / account holder | $26 | $68-62.2% | $5,637-99.5% | $91-71.5% |