Filed October 28, 2011
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 COMPANY8+ years Filed as: PRINCIPAL LIFE INS CO Service code 13 · EIN 42-0127290 | Contract Administrator | $41,182 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $8,599 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,743 | $52,208-56.4% | $86,612-73.7% | $74,419-69.4% |
| Participation rate | 97.1% | 66.3%+30.8pp | 71.7%+25.4pp | 70.7%+26.4pp |
| Annual return | 7.69% | 44.46%-36.8pp | 591.07%-583.4pp | 34.38%-26.7pp |
| Employer contribution / active EE | $2,826 | $2,282+23.8% | $3,022-6.5% | $2,637+7.2% |
| Participant deferral / active EE | $1,361 | $3,383-59.8% | $4,438-69.3% | $4,528-69.9% |
| Admin fee / account holder | $84 | $319-73.7% | $5,614-98.5% | $348-75.9% |