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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,159 |
MERCER1 year Filed as: MERCER INVESTMENT MGMT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $48,156 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $33,875 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,909 | $78,781-1.1% | $100,516-22.5% | $73,409+6.1% |
| Participation rate | 94.9% | 80.0%+14.9pp | 79.4%+15.5pp | 72.2%+22.7pp |
| Annual return | 13.72% | 31.69%-18.0pp | 30.89%-17.2pp | 59.29%-45.6pp |
| Employer contribution / active EE | $2,153 | $2,420-11.0% | $3,418-37.0% | $2,234-3.6% |
| Participant deferral / active EE | $3,227 | $6,537-50.6% | $6,270-48.5% | $3,805-15.2% |
| Admin fee / account holder | $196 | $145+34.6% | $8,081-97.6% | $158+23.9% |