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 | $43,758 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,034 |
HOGANTAYLOR LLP4 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $15,900 |
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 | $72,781 | $130,194-44.1% | $169,993-57.2% | $71,457+1.9% |
| Participation rate | 89.1% | 86.1%+2.9pp | 87.0%+2.1pp | 67.9%+21.1pp |
| Annual return | 17.51% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $3,046 | $4,381-30.5% | $6,785-55.1% | $2,588+17.7% |
| Participant deferral / active EE | $4,631 | $6,923-33.1% | $10,408-55.5% | $4,289+8.0% |
| Admin fee / account holder | $427 | $966-55.8% | $12,815-96.7% | $1,587-73.1% |