Filed February 11, 2011
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,908 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $32,333 |
PENSION PLAN ADMINISTRATION, LLC2+ years Service code 10 · EIN 71-0816002 | Accounting | $26,515 |
JPMS COX, PLLC1 year Filed as: JPMS COX PLLC Service code 10 · EIN 20-1776739 | Accounting | $13,728 |
PENSION PLAN ADMINISTRATION, LLC2+ years Filed as: PENSION PLAN ADMINISTRATION Service code 10 | Accounting | $4,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,912 | $89,739-47.7% | $149,718-68.7% | $62,292-24.7% |
| Participation rate | 89.7% | 85.1%+4.6pp | 87.1%+2.6pp | 69.5%+20.2pp |
| Annual return | 15.17% | 21.01%-5.8pp | 1501.63%-1486.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $2,830 | $3,233-12.5% | $5,445-48.0% | $2,042+38.6% |
| Participant deferral / active EE | $3,561 | $4,797-25.8% | $6,569-45.8% | $3,169+12.4% |
| Admin fee / account holder | $493 | $551-10.5% | $11,283-95.6% | $479+2.9% |