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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,344 |
MORNINGSTAR3 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 | $157,449 | $88,890+77.1% | $102,423+53.7% | $77,643+102.8% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.5pp |
| Annual return | 16.94% | 24.98%-8.0pp | 29.32%-12.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $3,590 | $2,698+33.1% | $3,023+18.7% | $2,726+31.7% |
| Participant deferral / active EE | $7,677 | $5,145+49.2% | $5,053+51.9% | $4,647+65.2% |
| Admin fee / account holder | $211 | $235-10.2% | $9,451-97.8% | $430-50.9% |