Filed June 1, 2014
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.
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Unlock 9-year trajectory for $4.99 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 | $145,088 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $64,256 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,587 | $58,336+12.4% | $97,167-32.5% | $199,768-67.2% |
| Participation rate | 72.6% | 63.8%+8.8pp | 72.7%-0.1pp | 72.0%+0.5pp |
| Annual return | 13.60% | 32.81%-19.2pp | 75.27%-61.7pp | 34.26%-20.7pp |
| Employer contribution / active EE | $0 | $1,416-100.0% | $2,729-100.0% | $3,037-100.0% |
| Participant deferral / active EE | $4,525 | $3,240+39.7% | $4,264+6.1% | $5,090-11.1% |
| Admin fee / account holder | $177 | $114+55.3% | $5,650-96.9% | $269-34.2% |