Filed September 2, 2009 (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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $253,941 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,877 | $45,000+195.3% | $143,757-7.6% | $77,904+70.6% |
| Participation rate | 97.9% | 66.8%+31.1pp | 80.3%+17.6pp | 73.7%+24.2pp |
| Annual return | -16.03% | 29.03%-45.1pp | -0.04%-16.0pp | 12.21%-28.2pp |
| Employer contribution / active EE | $5,884 | $1,870+214.7% | $4,951+18.8% | $2,848+106.6% |
| Participant deferral / active EE | $6,489 | $3,157+105.6% | $5,637+15.1% | $4,806+35.0% |
| Admin fee / account holder | $114 | $98+15.9% | $14,673-99.2% | $133-13.9% |