Filed September 4, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,202 |
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $57,087 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,376 | $88,982+203.9% | $102,438+163.9% | $77,671+248.1% |
| Participation rate | 90.8% | 80.9%+9.9pp | 76.5%+14.3pp | 70.6%+20.2pp |
| Annual return | 192.30% | 25.01%+167.3pp | 29.37%+162.9pp | 31.21%+161.1pp |
| Employer contribution / active EE | $2,482 | $2,698-8.0% | $3,024-17.9% | $2,726-8.9% |
| Participant deferral / active EE | $8,593 | $5,144+67.1% | $5,054+70.0% | $4,648+84.9% |
| Admin fee / account holder | $298 | $236+26.5% | $9,448-96.8% | $430-30.8% |