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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,260 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $65,000 |
CHERRY BEKAERT LLP5 years Service code 10 · EIN 56-0574444 | Accounting | $16,572 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,908 | $87,125+161.6% | $108,410+110.2% | $86,799+162.6% |
| Participation rate | 99.0% | 80.5%+18.4pp | 80.1%+18.8pp | 72.3%+26.7pp |
| Annual return | 14.31% | 25.21%-10.9pp | 905.27%-891.0pp | 97.91%-83.6pp |
| Employer contribution / active EE | $5,338 | $2,477+115.5% | $3,558+50.0% | $2,405+121.9% |
| Participant deferral / active EE | $11,846 | $6,944+70.6% | $6,563+80.5% | $4,131+186.8% |
| Admin fee / account holder | $331 | $130+154.0% | $7,295-95.5% | $170+95.0% |