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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $262,574 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC 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 | $59,633 | $130,141-54.2% | $86,677-31.2% | $77,904-23.5% |
| Participation rate | 98.2% | 85.9%+12.3pp | 76.6%+21.7pp | 73.7%+24.6pp |
| Annual return | -15.01% | -12.75%-2.3pp | 35.91%-50.9pp | 12.21%-27.2pp |
| Employer contribution / active EE | $2,895 | $3,220-10.1% | $2,836+2.1% | $2,848+1.7% |
| Participant deferral / active EE | $5,099 | $5,757-11.4% | $4,656+9.5% | $4,806+6.1% |
| Admin fee / account holder | $127 | $132-3.7% | $7,493-98.3% | $133-4.2% |