Filed January 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,445 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $19,719 |
WEALTHPLAN ADVISORS LLC4+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $6,732 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $25,698 | $37,196-30.9% | $154,107-83.3% | $55,725-53.9% |
| Participation rate | 90.4% | 64.1%+26.3pp | 83.0%+7.4pp | 70.9%+19.5pp |
| Annual return | -3.41% | 1319.68%-1323.1pp | 735.12%-738.5pp | 244.93%-248.3pp |
| Employer contribution / active EE | $406 | $1,614-74.9% | $5,298-92.3% | $2,078-80.5% |
| Participant deferral / active EE | $3,812 | $2,068+84.3% | $5,081-25.0% | $3,356+13.6% |
| Admin fee / account holder | $151 | $102+49.1% | $13,411-98.9% | $115+31.5% |