Filed December 3, 2013 (most recent of 2 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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $87,809 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $24,891 |
Filed as: GALLAGHER FIDUCIARY Service code 27 · EIN 36-4291971 | Advisory (Plan) | $22,500 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $14,800 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,073 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,714 | $50,815+35.2% | $155,509-55.8% | $77,643-11.5% |
| Participation rate | 88.1% | 63.1%+25.0pp | 78.2%+9.9pp | 70.6%+17.5pp |
| Annual return | 16.85% | 34.80%-18.0pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $3,118 | $1,993+56.5% | $4,672-33.3% | $2,726+14.4% |
| Participant deferral / active EE | $4,825 | $2,822+71.0% | $5,626-14.2% | $4,647+3.8% |
| Admin fee / account holder | $103 | $437-76.3% | $15,912-99.4% | $430-76.0% |