Filed June 22, 2010 (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 | $27,348 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $14,125 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,701 | $132,049-41.2% | $200,582-61.3% | $74,304+4.6% |
| Participation rate | 98.3% | 84.1%+14.3pp | 86.9%+11.5pp | 60.3%+38.0pp |
| Annual return | 17.46% | 22.22%-4.8pp | 42.33%-24.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $2,033 | $4,558-55.4% | $6,419-68.3% | $2,241-9.3% |
| Participant deferral / active EE | $4,169 | $7,213-42.2% | $9,331-55.3% | $3,767+10.7% |
| Admin fee / account holder | $303 | $2,405-87.4% | $16,305-98.1% | $2,969-89.8% |