Filed December 2, 2011
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 |
|---|---|---|
AGILIS PARTNERS LLC2 years Filed as: AGILIS Service code 11 · EIN 04-3513306 | Actuarial | $92,768 |
BANKERS TRUST COMPANY10+ years Service code 21 · EIN 42-0127385 | Bank Trustee | $54,753 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,408 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $18,099 |
DA DAVIDSON & CO1 year Filed as: D A DAVIDSON AND CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $15,000 |
DBT5 years Service code 10 · EIN 91-1900424 | Accounting | $10,000 |
MORRISON & FOERSTER1 year Filed as: MORRISON & FOERSTER LLP Service code 29 · EIN 94-0697210 | Legal | $6,224 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $541,735-100.0% | $541,735-100.0% | $418,949-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 42.9%-42.9pp | 35.7%-35.7pp |
| Annual return | -4.45% | 6.72%-11.2pp | 8.33%-12.8pp | 15.19%-19.6pp |
| Employer contribution / active EE | $0 | $41,535-100.0% | $38,979-100.0% | $34,877-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $86-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,425-100.0% | $50,584-100.0% |