Filed December 15, 2011
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 | $48,554 |
MORNINGSTAR1 year 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,351 | $76,050+42.5% | $96,544+12.2% | $71,457+51.6% |
| Participation rate | 86.9% | 74.4%+12.5pp | 76.0%+10.9pp | 67.9%+19.0pp |
| Annual return | 22.43% | 22.81%-0.4pp | 25.84%-3.4pp | 28.85%-6.4pp |
| Employer contribution / active EE | $139 | $2,244-93.8% | $2,965-95.3% | $2,588-94.6% |
| Participant deferral / active EE | $5,821 | $4,215+38.1% | $4,851+20.0% | $4,289+35.7% |
| Admin fee / account holder | $191 | $2,707-92.9% | $8,252-97.7% | $1,587-88.0% |