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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $134,450 |
MORNINGSTAR2 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 | $43,124 | $104,631-58.8% | $98,439-56.2% | $80,160-46.2% |
| Participation rate | 95.9% | 87.5%+8.4pp | 75.2%+20.7pp | 72.9%+23.0pp |
| Annual return | 18.10% | 34.72%-16.6pp | 21.16%-3.1pp | 40.38%-22.3pp |
| Employer contribution / active EE | $0 | $4,517-100.0% | $3,048-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $4,238 | $6,545-35.3% | $4,738-10.6% | $5,017-15.5% |
| Admin fee / account holder | $72 | $105-31.0% | $8,948-99.2% | $145-50.1% |