Filed March 17, 2016 (most recent of 3 filings on file)
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 | $58,085 |
MORNINGSTAR1 year 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 | $146,135 | $122,239+19.5% | $184,203-20.7% | $74,495+96.2% |
| Participation rate | 90.6% | 85.5%+5.1pp | 86.8%+3.8pp | 67.2%+23.4pp |
| Annual return | 17.32% | 19.95%-2.6pp | 28.81%-11.5pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,408 | $4,537-46.9% | $6,427-62.5% | $2,623-8.2% |
| Participant deferral / active EE | $7,854 | $7,139+10.0% | $9,131-14.0% | $4,346+80.7% |
| Admin fee / account holder | $242 | $1,260-80.8% | $13,901-98.3% | $1,942-87.5% |