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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,907 |
MERCER1 year Filed as: MERCER INVESTMENTS Service code 27 · EIN 06-1685865 | Advisory (Plan) | $33,691 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,591 | $69,231+2.0% | $91,989-23.3% | $67,579+4.5% |
| Participation rate | 95.1% | 78.9%+16.2pp | 78.6%+16.5pp | 71.3%+23.8pp |
| Annual return | 24.27% | 32.03%-7.8pp | 69.02%-44.8pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,972 | $2,284-13.7% | $3,452-42.9% | $2,148-8.2% |
| Participant deferral / active EE | $2,992 | $5,854-48.9% | $5,923-49.5% | $3,539-15.5% |
| Admin fee / account holder | $160 | $107+48.6% | $7,743-97.9% | $142+12.2% |