Filed February 16, 2011 (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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,543 |
MORNINGSTAR1 year 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 | $144,367 | $65,435+120.6% | $86,677+66.6% | $66,914+115.7% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -17.28% | -10.89%-6.4pp | 35.91%-53.2pp | 1.58%-18.9pp |
| Employer contribution / active EE | $4,325 | $2,153+100.9% | $2,836+52.5% | $2,544+70.0% |
| Participant deferral / active EE | $7,660 | $4,100+86.8% | $4,656+64.5% | $4,237+80.8% |
| Admin fee / account holder | $163 | $642-74.7% | $7,493-97.8% | $593-72.6% |