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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $41,180 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,993 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,228 | $102,553-35.4% | $151,611-56.3% | $66,914-1.0% |
| Participation rate | 82.9% | 85.5%-2.6pp | 87.5%-4.6pp | 69.8%+13.1pp |
| Annual return | -7.06% | -10.82%+3.8pp | 3.33%-10.4pp | 1.58%-8.6pp |
| Employer contribution / active EE | $2,886 | $4,180-31.0% | $6,166-53.2% | $2,544+13.4% |
| Participant deferral / active EE | $4,203 | $6,641-36.7% | $8,363-49.7% | $4,237-0.8% |
| Admin fee / account holder | $353 | $630-44.0% | $11,616-97.0% | $593-40.6% |