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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,820 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $18,356 |
RSM US LLP1 year Filed as: RMS US LLP Service code 10 · EIN 42-0714325 | Accounting | $6,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,392 | $95,918+124.6% | $151,611+42.1% | $77,904+176.5% |
| Participation rate | 96.0% | 88.7%+7.3pp | 87.5%+8.5pp | 73.7%+22.4pp |
| Annual return | 14.81% | -5.50%+20.3pp | 3.33%+11.5pp | 12.21%+2.6pp |
| Employer contribution / active EE | $3,823 | $4,330-11.7% | $6,166-38.0% | $2,848+34.3% |
| Participant deferral / active EE | $8,581 | $7,508+14.3% | $8,363+2.6% | $4,806+78.5% |
| Admin fee / account holder | $66 | $93-28.7% | $11,616-99.4% | $133-49.8% |