Filed January 17, 2002 (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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,334 |
LINCOLN NATIONAL CORPORATION9+ years Filed as: LINCOLN FINANCIAL ADVISORS CORPORAT Service code 49 · EIN 35-1151034 | Other Services | $48,103 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,753 | $69,823+54.3% | $77,163+39.6% | $74,419+44.8% |
| Participation rate | 45.3% | 70.0%-24.7pp | 69.6%-24.3pp | 70.7%-25.5pp |
| Annual return | 16.73% | 19.98%-3.2pp | 37.87%-21.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,332 | $2,150+8.5% | $2,535-8.0% | $2,637-11.6% |
| Participant deferral / active EE | $2,294 | $3,558-35.5% | $3,833-40.1% | $4,528-49.3% |
| Admin fee / account holder | $384 | $398-3.4% | $5,472-93.0% | $348+10.4% |