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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,755 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,765 | $99,078+32.0% | $96,544+35.4% | $74,419+75.7% |
| Participation rate | 92.4% | 80.7%+11.7pp | 76.0%+16.5pp | 70.7%+21.7pp |
| Annual return | 25.93% | 22.48%+3.4pp | 25.84%+0.1pp | 34.38%-8.5pp |
| Employer contribution / active EE | $3,083 | $2,570+20.0% | $2,965+4.0% | $2,637+16.9% |
| Participant deferral / active EE | $5,970 | $4,933+21.0% | $4,851+23.1% | $4,528+31.9% |
| Admin fee / account holder | $177 | $225-21.0% | $8,252-97.8% | $348-49.0% |