Filed March 9, 2010
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,062 |
WILLIAM BLAIR2+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $31,612 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,719 | $48,076+136.5% | $78,689+44.5% | $62,891+80.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.71% | 31.35%-23.6pp | 62.18%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,988 | $2,015+98.0% | $2,851+39.9% | $2,281+74.9% |
| Participant deferral / active EE | $5,860 | $2,588+126.4% | $3,517+66.6% | $3,203+83.0% |
| Admin fee / account holder | $540 | $3,207-83.2% | $4,510-88.0% | $4,296-87.4% |