Filed July 20, 2010 (most recent of 5 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 | $105,859 |
Filed as: GREGORY J SCHWARTZ & COMPANY Service code 17 · EIN 38-2117812 | Pension Consulting | $76,074 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,259 | $110,299+38.9% | $102,423+49.6% | $199,593-23.2% |
| Participation rate | 99.1% | 86.3%+12.9pp | 76.5%+22.7pp | 72.0%+27.2pp |
| Annual return | 14.28% | 35.73%-21.5pp | 29.32%-15.0pp | 34.25%-20.0pp |
| Employer contribution / active EE | $4,580 | $3,603+27.1% | $3,023+51.5% | $3,034+50.9% |
| Participant deferral / active EE | $7,474 | $6,376+17.2% | $5,053+47.9% | $5,087+46.9% |
| Admin fee / account holder | $116 | $122-5.2% | $9,451-98.8% | $269-56.9% |