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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,527 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,014 | $52,208-19.5% | $86,612-51.5% | $74,419-43.5% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.7%+26.3pp | 70.7%+27.3pp |
| Annual return | 20.57% | 44.46%-23.9pp | 591.07%-570.5pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,041 | $2,282-10.6% | $3,022-32.5% | $2,637-22.6% |
| Participant deferral / active EE | $4,177 | $3,383+23.5% | $4,438-5.9% | $4,528-7.7% |
| Admin fee / account holder | $102 | $319-68.0% | $5,614-98.2% | $348-70.7% |