Filed May 27, 2011 (most recent of 2 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 | $343,922 |
MCF ADVISORS LLC6 years Filed as: MCF ADVISORS Service code 16 · EIN 20-0566061 | Consulting | $15,307 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,112 | $241,101-87.9% | $103,333-71.8% | $199,593-85.4% |
| Participation rate | 99.2% | 78.3%+20.9pp | 74.5%+24.7pp | 72.0%+27.2pp |
| Annual return | 20.95% | 17.80%+3.2pp | 24.88%-3.9pp | 34.25%-13.3pp |
| Employer contribution / active EE | $978 | $4,244-76.9% | $3,868-74.7% | $3,034-67.8% |
| Participant deferral / active EE | $3,956 | $3,9580% | $5,057-21.8% | $5,087-22.2% |
| Admin fee / account holder | $96 | $288-66.8% | $8,355-98.9% | $269-64.4% |