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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,023 |
DOUGLAS DYNAMICS LLC2 years Service code 49 · EIN 42-1623692 | Other Services | $16,733 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $66,584 | $105,247-36.7% | $87,100-23.6% | $77,787-14.4% |
| Participation rate | 87.1% | 85.8%+1.3pp | 76.9%+10.2pp | 73.2%+13.8pp |
| Annual return | 31.92% | 24.52%+7.4pp | 28.19%+3.7pp | 32.57%-0.7pp |
| Employer contribution / active EE | $2,272 | $2,895-21.5% | $2,521-9.9% | $2,504-9.3% |
| Participant deferral / active EE | $4,167 | $5,060-17.7% | $4,049+2.9% | $3,967+5.0% |
| Admin fee / account holder | $28 | $104-73.2% | $7,497-99.6% | $100-72.0% |