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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,300 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,800 | $88,730-32.6% | $82,313-27.3% | $77,958-23.3% |
| Participation rate | 72.8% | 84.5%-11.7pp | 76.9%-4.1pp | 71.6%+1.2pp |
| Annual return | 18.59% | 20.88%-2.3pp | 25.88%-7.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,517 | $2,758-45.0% | $2,428-37.5% | $2,310-34.3% |
| Participant deferral / active EE | $3,198 | $4,634-31.0% | $3,706-13.7% | $3,537-9.6% |
| Admin fee / account holder | $26 | $74-64.4% | $5,608-99.5% | $97-73.0% |