Filed January 3, 2014
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 | $32,185 |
MORNINGSTAR1 year 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 | $42,079 | $47,722-11.8% | $82,719-49.1% | $64,808-35.1% |
| Participation rate | 97.3% | 67.6%+29.7pp | 72.6%+24.8pp | 71.5%+25.9pp |
| Annual return | -12.73% | -13.05%+0.3pp | 701.18%-713.9pp | 32.82%-45.6pp |
| Employer contribution / active EE | $2,758 | $2,179+26.6% | $3,009-8.3% | $2,506+10.1% |
| Participant deferral / active EE | $3,806 | $3,329+14.3% | $4,395-13.4% | $4,310-11.7% |
| Admin fee / account holder | $99 | $143-30.9% | $5,329-98.1% | $188-47.4% |