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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,219 |
SAGE, RUTTY AND CO., INC.7 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $38,321 |
MORNINGSTAR3 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,410 | $132,049-18.7% | $200,582-46.5% | $74,304+44.6% |
| Participation rate | 97.0% | 84.1%+13.0pp | 86.9%+10.1pp | 60.3%+36.7pp |
| Annual return | 12.95% | 22.22%-9.3pp | 42.33%-29.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,210 | $4,558-73.5% | $6,419-81.2% | $2,241-46.0% |
| Participant deferral / active EE | $6,022 | $7,213-16.5% | $9,331-35.5% | $3,767+59.9% |
| Admin fee / account holder | $322 | $2,405-86.6% | $16,305-98.0% | $2,969-89.1% |