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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,652 |
Filed as: ROEHL & YI INVESTMENT ADVISORS Service code 27 · EIN 93-1249395 | Advisory (Plan) | $20,511 |
PENSION ASSURANCE LLP6+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $14,790 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,496 | $64,286-26.1% | $90,951-47.8% | $73,409-35.3% |
| Participation rate | 95.3% | 63.6%+31.7pp | 69.0%+26.3pp | 72.2%+23.2pp |
| Annual return | 12.05% | 21.45%-9.4pp | 134.60%-122.6pp | 59.29%-47.2pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,629 | $2,453+7.2% | $3,373-22.1% | $3,805-30.9% |
| Admin fee / account holder | $250 | $287-13.0% | $5,959-95.8% | $158+58.3% |