Filed October 31, 2008
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $317,736 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $65,434 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,010 | $43,466-49.4% | $90,951-75.8% | $90,288-75.6% |
| Participation rate | 94.7% | 62.5%+32.2pp | 69.0%+25.7pp | 73.4%+21.3pp |
| Annual return | 20.72% | 25.26%-4.5pp | 134.60%-113.9pp | 53.97%-33.3pp |
| Employer contribution / active EE | $312 | $840-62.9% | $2,122-85.3% | $2,524-87.7% |
| Participant deferral / active EE | $873 | $2,138-59.1% | $3,373-74.1% | $4,232-79.4% |
| Admin fee / account holder | $83 | $92-9.6% | $5,959-98.6% | $114-27.2% |