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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $310,679 |
CROWE LLP2+ years Service code 10 · EIN 35-0921680 | Accounting | $15,250 |
LPL FINANCIAL2+ years Service code 28 · EIN 04-3046611 | Investment Management | $13,030 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,854 | $105,190-6.0% | $98,907-0.1% | $90,288+9.5% |
| Participation rate | 98.6% | 86.4%+12.2pp | 76.0%+22.5pp | 73.4%+25.2pp |
| Annual return | 13.56% | 18.52%-5.0pp | 196.43%-182.9pp | 53.97%-40.4pp |
| Employer contribution / active EE | $3,427 | $3,831-10.5% | $2,689+27.4% | $2,524+35.8% |
| Participant deferral / active EE | $5,346 | $5,616-4.8% | $4,244+26.0% | $4,232+26.3% |
| Admin fee / account holder | $77 | $97-21.1% | $6,642-98.8% | $114-32.7% |