Filed May 15, 2013
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 | $148,707 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,715 | $112,623-57.6% | $106,213-55.1% | $199,593-76.1% |
| Participation rate | 97.3% | 86.2%+11.1pp | 75.3%+22.0pp | 72.0%+25.3pp |
| Annual return | 16.69% | 15.57%+1.1pp | 116.14%-99.5pp | 34.25%-17.6pp |
| Employer contribution / active EE | $0 | $4,575-100.0% | $3,171-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $4,562 | $6,659-31.5% | $5,016-9.0% | $5,087-10.3% |
| Admin fee / account holder | $79 | $107-25.9% | $11,033-99.3% | $269-70.5% |