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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $207,264 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $73,911 |
COKER AND COMPANY LLC1 year Service code 10 · EIN 99-2592798 | Accounting | $15,000 |
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 | $259,519 | $122,693+111.5% | $184,203+40.9% | $199,593+30.0% |
| Participation rate | 97.8% | 86.8%+11.0pp | 86.8%+11.0pp | 72.0%+25.8pp |
| Annual return | 13.64% | 143.91%-130.3pp | 28.81%-15.2pp | 34.25%-20.6pp |
| Employer contribution / active EE | $5,644 | $4,584+23.1% | $6,427-12.2% | $3,034+86.0% |
| Participant deferral / active EE | $10,066 | $7,990+26.0% | $9,131+10.2% | $5,087+97.9% |
| Admin fee / account holder | $197 | $121+63.4% | $13,901-98.6% | $269-26.8% |