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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $266,196 |
DOUGLAS DYNAMICS LLC6 years Service code 49 · EIN 42-1623692 | Other Services | $30,842 |
Service code 27 · EIN 87-2623150 | Advisory (Plan) | $22,456 |
MORNINGSTAR2 years 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,938 | $104,697-34.2% | $96,544-28.6% | $80,160-14.0% |
| Participation rate | 98.5% | 86.4%+12.1pp | 76.0%+22.5pp | 72.9%+25.6pp |
| Annual return | 16.96% | 21.78%-4.8pp | 25.84%-8.9pp | 40.38%-23.4pp |
| Employer contribution / active EE | $2,887 | $3,536-18.4% | $2,965-2.6% | $2,978-3.1% |
| Participant deferral / active EE | $5,219 | $6,188-15.7% | $4,851+7.6% | $5,017+4.0% |
| Admin fee / account holder | $125 | $107+17.1% | $8,252-98.5% | $145-13.8% |