Filed April 1, 2012
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 |
|---|---|---|
Filed as: RYAN, GUNSAULS & O'DONNELL Service code 10 · EIN 45-5297192 | Accounting | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $9,118 |
Filed as: CORNERSTONE Service code 34 · EIN 84-1514056 | Valuation (appraisals, etc.); Recordk... | $8,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,189 | $71,192-43.5% | $117,854-65.9% | $62,292-35.5% |
| Participation rate | 77.8% | 74.2%+3.5pp | 79.7%-1.9pp | 69.5%+8.3pp |
| Annual return | 21.22% | 18.66%+2.6pp | 335.08%-313.9pp | 28.90%-7.7pp |
| Employer contribution / active EE | $22 | $1,934-98.9% | $3,786-99.4% | $2,042-98.9% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $168 | $587-71.3% | $8,020-97.9% | $479-64.9% |