Filed April 28, 1997 (most recent of 2 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $845,343 |
GIANT EAGLE INC6 years Service code 49 · EIN 25-0698270 | Other Services | $46,744 |
SISTERSON & CO. LLP5 years Service code 10 · EIN 25-1467156 | Accounting | $16,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,379 | $57,150+82.6% | $93,606+11.5% | $106,382-1.9% |
| Participation rate | 44.5% | 49.1%-4.6pp | 68.7%-24.2pp | 69.9%-25.4pp |
| Annual return | 15.74% | 15.81%-0.1pp | 133.20%-117.5pp | 17.37%-1.6pp |
| Employer contribution / active EE | $1,047 | $1,015+3.1% | $2,420-56.8% | $3,364-68.9% |
| Participant deferral / active EE | $2,147 | $1,853+15.9% | $4,411-51.3% | $5,569-61.4% |
| Admin fee / account holder | $103 | $64+60.2% | $8,285-98.8% | $79+30.1% |