Filed September 9, 2009
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,358 |
Filed as: GALLAGHER FIDUCIARY ADVI Service code 27 · EIN 26-0516431 | Advisory (Plan) | $32,664 |
HANNIS T. BOURGEOIS, LLP1 year Filed as: HANNIS T BOURGEOIS Service code 10 · EIN 72-0636725 | Accounting | $24,800 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,928 | $241,101-61.9% | $103,333-11.0% | $199,593-53.9% |
| Participation rate | 25.7% | 78.3%-52.6pp | 74.5%-48.8pp | 72.0%-46.2pp |
| Annual return | 13.53% | 17.80%-4.3pp | 24.88%-11.4pp | 34.25%-20.7pp |
| Employer contribution / active EE | $447 | $4,244-89.5% | $3,868-88.4% | $3,034-85.3% |
| Participant deferral / active EE | $2,267 | $3,958-42.7% | $5,057-55.2% | $5,087-55.4% |
| Admin fee / account holder | $147 | $288-48.8% | $8,355-98.2% | $269-45.3% |