Filed June 27, 2014 (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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,247 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $66,438 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,268 | $71,142+101.4% | $119,609+19.8% | $64,808+121.1% |
| Participation rate | 92.0% | 78.6%+13.4pp | 79.3%+12.7pp | 71.5%+20.5pp |
| Annual return | -16.72% | -10.01%-6.7pp | -14.97%-1.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $4,163 | $2,497+66.7% | $4,232-1.6% | $2,506+66.1% |
| Participant deferral / active EE | $10,684 | $4,490+138.0% | $5,602+90.7% | $4,310+147.9% |
| Admin fee / account holder | $69 | $162-57.4% | $10,323-99.3% | $188-63.2% |