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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,033 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $0 |
MORNINGSTAR2 years 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 | $169,025 | $91,372+85.0% | $129,995+30.0% | $74,419+127.1% |
| Participation rate | 92.1% | 77.8%+14.3pp | 78.5%+13.6pp | 70.7%+21.4pp |
| Annual return | 18.04% | 23.21%-5.2pp | -137.18%+155.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,907 | $2,563+52.4% | $4,320-9.6% | $2,637+48.1% |
| Participant deferral / active EE | $10,846 | $4,721+129.8% | $5,820+86.4% | $4,528+139.5% |
| Admin fee / account holder | $188 | $283-33.6% | $10,614-98.2% | $348-45.9% |