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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,193 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $33,890 |
HOGANTAYLOR LLP1 year Filed as: HOGANTAYLOR, LLP Service code 10 · EIN 73-1413977 | Accounting | $14,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,035 | $79,523-37.1% | $140,016-64.3% | $56,287-11.1% |
| Participation rate | 81.8% | 85.7%-3.9pp | 87.5%-5.7pp | 69.9%+11.9pp |
| Annual return | -7.61% | 2.39%-10.0pp | 651.12%-658.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $2,586 | $3,350-22.8% | $5,606-53.9% | $2,111+22.5% |
| Participant deferral / active EE | $3,401 | $5,129-33.7% | $6,927-50.9% | $3,350+1.5% |
| Admin fee / account holder | $434 | $614-29.3% | $10,705-95.9% | $521-16.7% |