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 | $48,996 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,614 |
HOGANTAYLOR LLP5 years Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 | Accounting | $16,700 |
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 | $85,299 | $122,239-30.2% | $184,203-53.7% | $74,495+14.5% |
| Participation rate | 85.6% | 85.5%+0.1pp | 86.8%-1.3pp | 67.2%+18.4pp |
| Annual return | 12.79% | 19.95%-7.2pp | 28.81%-16.0pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,998 | $4,537-33.9% | $6,427-53.4% | $2,623+14.3% |
| Participant deferral / active EE | $4,658 | $7,139-34.8% | $9,131-49.0% | $4,346+7.2% |
| Admin fee / account holder | $533 | $1,260-57.7% | $13,901-96.2% | $1,942-72.5% |