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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,131 |
DA DAVIDSON & CO2 years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 | Advisory (Plan) | $63,547 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,310 | $89,808-5.0% | $100,391-15.0% | $77,643+9.9% |
| Participation rate | 96.0% | 81.2%+14.8pp | 81.5%+14.5pp | 70.6%+25.4pp |
| Annual return | 19.74% | 20.62%-0.9pp | 49.20%-29.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | $2,668 | $3,039-12.2% | $3,942-32.3% | $2,726-2.1% |
| Participant deferral / active EE | $4,340 | $8,284-47.6% | $8,082-46.3% | $4,647-6.6% |
| Admin fee / account holder | $189 | $174+8.4% | $7,899-97.6% | $430-56.1% |