Filed June 8, 2009
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,488 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $47,542 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,998 | $50,982+55.0% | $154,803-49.0% | $85,563-7.7% |
| Participation rate | 70.8% | 59.8%+11.0pp | 78.1%-7.3pp | 66.0%+4.8pp |
| Annual return | 17.65% | 30.35%-12.7pp | 58.88%-41.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $2,514 | $1,708+47.2% | $4,305-41.6% | $2,654-5.3% |
| Participant deferral / active EE | $4,209 | $2,474+70.1% | $5,540-24.0% | $4,375-3.8% |
| Admin fee / account holder | $243 | $846-71.3% | $14,329-98.3% | $834-70.9% |