Filed November 5, 2008
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 | $140,758 |
THE JEWISH BOARD9 years Service code 49 · EIN 13-5564937 | Other Services | $48,162 |
MILLIMAN, INC.9 years Filed as: MILLIMAN INC Service code 27 · EIN 91-0675641 | Advisory (Plan) | $5,965 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,133 | $53,199-9.5% | $155,567-69.1% | $199,768-75.9% |
| Participation rate | 25.6% | 64.1%-38.5pp | 78.2%-52.6pp | 72.0%-46.4pp |
| Annual return | 11.96% | 41.17%-29.2pp | 64.74%-52.8pp | 34.26%-22.3pp |
| Employer contribution / active EE | $0 | $1,852-100.0% | $4,674-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $1,453 | $3,163-54.1% | $5,628-74.2% | $5,090-71.5% |
| Admin fee / account holder | $33 | $186-82.1% | $15,916-99.8% | $269-87.7% |