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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $283,284 |
Service code 27 · EIN 87-2623150 | Advisory (Plan) | $67,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,795 | $110,299-27.7% | $102,423-22.1% | $199,593-60.0% |
| Participation rate | 98.2% | 86.3%+11.9pp | 76.5%+21.7pp | 72.0%+26.2pp |
| Annual return | 12.87% | 35.73%-22.9pp | 29.32%-16.5pp | 34.25%-21.4pp |
| Employer contribution / active EE | $2,968 | $3,603-17.6% | $3,023-1.8% | $3,034-2.2% |
| Participant deferral / active EE | $5,455 | $6,376-14.4% | $5,053+8.0% | $5,087+7.2% |
| Admin fee / account holder | $143 | $122+17.1% | $9,451-98.5% | $269-46.8% |