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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,594 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGE Service code 27 · EIN 30-0282430 | Advisory (Plan) | $58,699 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $68,941 | $64,612+6.7% | $86,436-20.2% | $64,808+6.4% |
| Participation rate | 95.1% | 81.5%+13.6pp | 80.3%+14.8pp | 71.5%+23.6pp |
| Annual return | -15.93% | 0.66%-16.6pp | 4394.89%-4410.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,537 | $2,744-7.5% | $3,769-32.7% | $2,506+1.3% |
| Participant deferral / active EE | $3,949 | $7,497-47.3% | $6,952-43.2% | $4,310-8.4% |
| Admin fee / account holder | $168 | $169-0.6% | $6,731-97.5% | $188-10.5% |