Filed February 22, 2010 (most recent of 3 filings on file)
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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,512 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,299 | $111,491-38.7% | $189,513-64.0% | $86,799-21.3% |
| Participation rate | 98.9% | 87.3%+11.6pp | 87.8%+11.1pp | 72.3%+26.7pp |
| Annual return | 14.71% | 83.50%-68.8pp | 555.15%-540.4pp | 97.91%-83.2pp |
| Employer contribution / active EE | $2,856 | $3,951-27.7% | $6,162-53.7% | $2,405+18.7% |
| Participant deferral / active EE | $5,781 | $6,437-10.2% | $8,221-29.7% | $4,131+39.9% |
| Admin fee / account holder | $125 | $189-33.8% | $12,045-99.0% | $170-26.4% |