Filed April 28, 2007
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 | $126,086 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,227 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
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 | $36,533 | $2,679,533-98.6% | $164,813-77.8% | $199,593-81.7% |
| Participation rate | 75.9% | 78.3%-2.4pp | 78.6%-2.7pp | 72.0%+4.0pp |
| Annual return | 17.55% | 17.93%-0.4pp | 69.93%-52.4pp | 34.25%-16.7pp |
| Employer contribution / active EE | $1,097 | $2,970-63.1% | $4,341-74.7% | $3,034-63.8% |
| Participant deferral / active EE | $2,734 | $5,010-45.4% | $6,031-54.7% | $5,087-46.2% |
| Admin fee / account holder | $59 | $1,982-97.0% | $12,690-99.5% | $269-78.2% |