Filed November 8, 2012 (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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,466 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $65,000 |
CHERRY BEKAERT LLP4 years Service code 10 · EIN 56-0574444 | Accounting | $9,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,640 | $78,781+166.1% | $100,516+108.6% | $73,409+185.6% |
| Participation rate | 99.7% | 80.0%+19.6pp | 79.4%+20.3pp | 72.2%+27.5pp |
| Annual return | 12.40% | 31.69%-19.3pp | 30.89%-18.5pp | 59.29%-46.9pp |
| Employer contribution / active EE | $5,834 | $2,420+141.1% | $3,418+70.7% | $2,234+161.2% |
| Participant deferral / active EE | $12,798 | $6,537+95.8% | $6,270+104.1% | $3,805+236.3% |
| Admin fee / account holder | $286 | $145+97.0% | $8,081-96.5% | $158+81.3% |