Filed June 8, 2009 (most recent of 3 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 |
|---|---|---|
ACCEL WEALTH MANAGEMENT6 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $62,025 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,159 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,798 | $80,724+224.3% | $103,333+153.4% | $74,495+251.4% |
| Participation rate | 92.4% | 65.7%+26.8pp | 74.5%+17.9pp | 67.2%+25.2pp |
| Annual return | 11.83% | 27.56%-15.7pp | 24.88%-13.1pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $8,642 | $3,157+173.7% | $3,868+123.4% | $2,623+229.5% |
| Participant deferral / active EE | $5,089 | $3,860+31.8% | $5,057+0.6% | $4,346+17.1% |
| Admin fee / account holder | $330 | $2,368-86.1% | $8,355-96.1% | $1,942-83.0% |