Filed January 25, 2011
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $451,534 |
SAGEVIEW ADVISORY GROUP, LLC2 years Service code 26 · EIN 33-0818667 | Advisory (Participants) | $130,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,628 | $145,877-59.1% | $150,045-60.3% | $102,872-42.0% |
| Participation rate | 96.6% | 79.8%+16.7pp | 82.3%+14.2pp | 73.0%+23.5pp |
| Annual return | 17.93% | 21.37%-3.4pp | 62.55%-44.6pp | 19.06%-1.1pp |
| Employer contribution / active EE | $1,377 | $4,710-70.8% | $4,693-70.7% | $3,526-61.0% |
| Participant deferral / active EE | $5,109 | $9,491-46.2% | $7,997-36.1% | $5,535-7.7% |
| Admin fee / account holder | $78 | $176-55.6% | $13,435-99.4% | $292-73.3% |