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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,643 |
Filed as: MERRILL LYNCH REIMBURSEMENT Service code 10 · EIN 63-1285505 | Accounting | $0 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,852 | $88,515+146.1% | $162,163+34.3% | $67,579+222.4% |
| Participation rate | 97.9% | 86.8%+11.1pp | 87.6%+10.4pp | 71.3%+26.6pp |
| Annual return | 23.80% | 27.04%-3.2pp | 115.59%-91.8pp | 378.56%-354.8pp |
| Employer contribution / active EE | $7,590 | $3,563+113.0% | $5,614+35.2% | $2,148+253.4% |
| Participant deferral / active EE | $7,551 | $5,724+31.9% | $7,298+3.5% | $3,539+113.4% |
| Admin fee / account holder | $30 | $124-75.6% | $10,843-99.7% | $142-78.8% |