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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,137 |
MORNINGSTAR1 year 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 | $37,089 | $136,266-72.8% | $90,749-59.1% | $77,904-52.4% |
| Participation rate | 98.6% | 86.6%+12.0pp | 75.7%+22.9pp | 73.7%+24.9pp |
| Annual return | -14.43% | -11.32%-3.1pp | -12.16%-2.3pp | 12.21%-26.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $2,921-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $4,300 | $6,353-32.3% | $4,564-5.8% | $4,806-10.5% |
| Admin fee / account holder | $69 | $399-82.7% | $8,445-99.2% | $133-47.8% |