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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,720 |
DOUGLAS DYNAMICS LLC3 years Service code 49 · EIN 42-1623692 | Other Services | $9,766 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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 | $64,784 | $176,491-63.3% | $95,952-32.5% | $90,288-28.2% |
| Participation rate | 97.8% | 86.6%+11.2pp | 77.1%+20.7pp | 73.4%+24.4pp |
| Annual return | 13.25% | 20.14%-6.9pp | 91.61%-78.4pp | 53.97%-40.7pp |
| Employer contribution / active EE | $2,328 | $2,789-16.5% | $2,541-8.4% | $2,524-7.8% |
| Participant deferral / active EE | $4,209 | $5,340-21.2% | $4,167+1.0% | $4,232-0.6% |
| Admin fee / account holder | $21 | $154-86.1% | $6,795-99.7% | $114-81.2% |