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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,805 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $35,015 |
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $13,950 |
HYDEN MIRON & FOSTER1 year Service code 29 · EIN 62-1699961 | Legal | $5,001 |
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 | $58,561 | $98,982-40.8% | $162,163-63.9% | $65,185-10.2% |
| Participation rate | 81.2% | 85.8%-4.6pp | 87.6%-6.4pp | 70.2%+11.0pp |
| Annual return | 26.59% | 24.84%+1.7pp | 115.59%-89.0pp | 29.38%-2.8pp |
| Employer contribution / active EE | $2,351 | $3,467-32.2% | $5,614-58.1% | $2,177+8.0% |
| Participant deferral / active EE | $3,325 | $5,384-38.3% | $7,298-54.4% | $3,514-5.4% |
| Admin fee / account holder | $465 | $596-22.0% | $10,843-95.7% | $847-45.1% |