Filed November 23, 2010 (most recent of 3 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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,966 |
SAGE, RUTTY AND CO., INC.6 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $32,461 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,104 | $122,239-18.1% | $184,203-45.7% | $74,495+34.4% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 16.87% | 19.95%-3.1pp | 28.81%-11.9pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $1,170 | $4,537-74.2% | $6,427-81.8% | $2,623-55.4% |
| Participant deferral / active EE | $5,807 | $7,139-18.6% | $9,131-36.4% | $4,346+33.6% |
| Admin fee / account holder | $300 | $1,260-76.2% | $13,901-97.8% | $1,942-84.5% |