Filed May 28, 2008
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 | $210,806 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $44,929 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,422 | $62,544+6.2% | $129,207-48.6% | $199,593-66.7% |
| Participation rate | 75.5% | 56.8%+18.7pp | 69.6%+5.9pp | 72.0%+3.5pp |
| Annual return | 13.37% | 16.95%-3.6pp | 9417.33%-9404.0pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,718 | $2,394-28.2% | $4,153-58.6% | $3,034-43.4% |
| Participant deferral / active EE | $3,206 | $3,123+2.6% | $4,168-23.1% | $5,087-37.0% |
| Admin fee / account holder | $92 | $167-45.1% | $7,715-98.8% | $269-65.9% |