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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,549 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $73,454 |
RSM US LLP2 years Filed as: RMS US LLP Service code 10 · EIN 42-0714325 | Accounting | $25,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,981 | $112,686+105.9% | $169,993+36.5% | $80,160+189.4% |
| Participation rate | 98.1% | 87.4%+10.7pp | 87.0%+11.1pp | 72.9%+25.2pp |
| Annual return | 17.45% | 67.04%-49.6pp | 53.37%-35.9pp | 40.38%-22.9pp |
| Employer contribution / active EE | $5,198 | $4,481+16.0% | $6,785-23.4% | $2,978+74.6% |
| Participant deferral / active EE | $9,329 | $7,876+18.4% | $10,408-10.4% | $5,017+85.9% |
| Admin fee / account holder | $186 | $99+88.2% | $12,815-98.5% | $145+28.7% |