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 | $100,334 |
Filed as: THE ANGELL PENSION GROUP INC Service code 49 | Other Services | $24,930 |
Filed as: GALLAGHER FIDUCIARY Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,907 |
Filed as: FIDELITY INVEST INSTIT OPER CO LLC Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,711 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 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 | $80,751 | $50,982+58.4% | $154,803-47.8% | $85,563-5.6% |
| Participation rate | 86.8% | 59.8%+27.0pp | 78.1%+8.7pp | 66.0%+20.8pp |
| Annual return | 17.77% | 30.35%-12.6pp | 58.88%-41.1pp | 31.51%-13.7pp |
| Employer contribution / active EE | $3,345 | $1,708+95.8% | $4,305-22.3% | $2,654+26.1% |
| Participant deferral / active EE | $5,233 | $2,474+111.5% | $5,540-5.5% | $4,375+19.6% |
| Admin fee / account holder | $94 | $846-88.8% | $14,329-99.3% | $834-88.7% |