Filed January 3, 2012
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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,378 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,774 | $72,770-30.2% | $67,652-24.9% | $55,191-8.0% |
| Participation rate | 70.1% | 78.8%-8.6pp | 75.7%-5.5pp | 69.2%+1.0pp |
| Annual return | 1.52% | -3.26%+4.8pp | 6625.04%-6623.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,841 | $1,769+4.1% | $2,266-18.7% | $1,899-3.0% |
| Participant deferral / active EE | $2,967 | $3,408-12.9% | $3,560-16.7% | $3,046-2.6% |
| Admin fee / account holder | $24 | $79-70.1% | $4,821-99.5% | $91-74.0% |