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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,924 |
Filed as: ROEHL & YI INVESTMENT ADVISORS Service code 27 · EIN 93-1249395 | Advisory (Plan) | $24,824 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $18,056 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,518 | $50,956+14.8% | $96,562-39.4% | $86,799-32.6% |
| Participation rate | 97.8% | 65.2%+32.6pp | 69.8%+28.0pp | 72.3%+25.5pp |
| Annual return | 12.93% | 21.27%-8.3pp | 37.78%-24.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,144 | $2,954+6.4% | $3,849-18.3% | $4,131-23.9% |
| Admin fee / account holder | $334 | $166+101.1% | $6,181-94.6% | $170+96.9% |