Filed May 11, 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,318 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $73,931 |
COKER AND COMPANY LLC2 years Service code 10 · EIN 99-2592798 | Accounting | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,039 | $131,799+127.6% | $200,582+49.6% | $85,563+250.7% |
| Participation rate | 98.3% | 87.9%+10.3pp | 86.9%+11.4pp | 66.0%+32.3pp |
| Annual return | 13.51% | 21.59%-8.1pp | 42.33%-28.8pp | 31.51%-18.0pp |
| Employer contribution / active EE | $6,409 | $4,532+41.4% | $6,419-0.1% | $2,654+141.5% |
| Participant deferral / active EE | $11,260 | $7,702+46.2% | $9,331+20.7% | $4,375+157.4% |
| Admin fee / account holder | $202 | $235-14.1% | $16,305-98.8% | $834-75.8% |