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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $79,940 |
WILLIAM BLAIR3+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $33,166 |
APPRAISAL INSTITUTE1 year Service code 49 · EIN 36-3739643 | Other Services | $5,703 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,305 | $53,127+149.0% | $86,590+52.8% | $70,131+88.7% |
| Participation rate | 96.2% | 65.3%+30.9pp | 73.5%+22.7pp | 69.5%+26.7pp |
| Annual return | 11.81% | 27.66%-15.8pp | 964.84%-953.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $4,160 | $2,068+101.2% | $2,839+46.5% | $2,342+77.6% |
| Participant deferral / active EE | $6,250 | $2,696+131.8% | $3,609+73.2% | $3,332+87.6% |
| Admin fee / account holder | $807 | $3,585-77.5% | $4,906-83.5% | $4,645-82.6% |