Filed December 19, 2011
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 | $51,525 |
MONEY CONCEPTS CAPITAL CORP10+ years Service code 49 · EIN 59-2268067 | Other Services | $38,261 |
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 | $25,654 | $50,815-49.5% | $155,509-83.5% | $77,643-67.0% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 12.36% | 34.80%-22.4pp | 64.67%-52.3pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,209 | $1,993-39.4% | $4,672-74.1% | $2,726-55.7% |
| Participant deferral / active EE | $2,632 | $2,822-6.7% | $5,626-53.2% | $4,647-43.4% |
| Admin fee / account holder | $68 | $437-84.5% | $15,912-99.6% | $430-84.3% |