Filed March 9, 2010
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 | $50,208 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA, INC Service code 49 · EIN 11-2551174 | Other Services | $7,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,708 | $78,485+107.3% | $106,213+53.2% | $74,495+118.4% |
| Participation rate | 87.2% | 72.8%+14.4pp | 75.3%+11.9pp | 67.2%+20.0pp |
| Annual return | 13.58% | 15.95%-2.4pp | 116.14%-102.6pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,287 | $2,523-9.3% | $3,171-27.9% | $2,623-12.8% |
| Participant deferral / active EE | $6,201 | $4,322+43.5% | $5,016+23.6% | $4,346+42.7% |
| Admin fee / account holder | $395 | $2,232-82.3% | $11,033-96.4% | $1,942-79.6% |