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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,043 |
MORNINGSTAR3 years 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,043 | $65,908-33.2% | $81,812-46.2% | $77,643-43.3% |
| Participation rate | 98.6% | 65.8%+32.8pp | 72.3%+26.3pp | 70.6%+28.0pp |
| Annual return | 13.21% | 26.64%-13.4pp | 773.79%-760.6pp | 31.24%-18.0pp |
| Employer contribution / active EE | $2,960 | $2,370+24.9% | $2,912+1.6% | $2,726+8.6% |
| Participant deferral / active EE | $3,916 | $3,505+11.7% | $4,319-9.3% | $4,647-15.7% |
| Admin fee / account holder | $106 | $526-79.9% | $7,386-98.6% | $430-75.4% |