Filed December 31, 2008
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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400,905 |
LPL FINANCIAL1+ years Service code 28 · EIN 95-2834236 | Investment Management | $26,202 |
CROWE LLP1+ years Service code 10 · EIN 03-5092168 | Accounting | $15,250 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,557 | $96,403-5.0% | $93,606-2.2% | $77,787+17.7% |
| Participation rate | 96.1% | 87.6%+8.4pp | 75.8%+20.2pp | 73.2%+22.8pp |
| Annual return | -7.43% | 39.36%-46.8pp | 32.76%-40.2pp | 32.57%-40.0pp |
| Employer contribution / active EE | $4,190 | $3,616+15.9% | $2,718+54.2% | $2,504+67.3% |
| Participant deferral / active EE | $6,380 | $5,341+19.5% | $4,069+56.8% | $3,967+60.8% |
| Admin fee / account holder | $101 | $90+13.0% | $7,888-98.7% | $100+1.1% |