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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,605 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $20,391 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 81-3968784 | Advisory (Plan) | $7,496 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | 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 | $34,205 | $52,293-34.6% | $178,490-80.8% | $73,409-53.4% |
| Participation rate | 88.2% | 65.3%+22.9pp | 81.9%+6.3pp | 72.2%+16.1pp |
| Annual return | 16.19% | 34.75%-18.6pp | 151.07%-134.9pp | 59.29%-43.1pp |
| Employer contribution / active EE | $327 | $1,735-81.2% | $5,011-93.5% | $2,234-85.4% |
| Participant deferral / active EE | $3,810 | $2,332+63.4% | $5,202-26.8% | $3,805+0.1% |
| Admin fee / account holder | $197 | $127+54.4% | $13,984-98.6% | $158+24.5% |