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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $188,918 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $45,039 |
COHNREZNICK LLP6 years Service code 10 · EIN 22-1478099 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,161 | $52,525+3.1% | $117,472-53.9% | $77,904-30.5% |
| Participation rate | 68.0% | 61.6%+6.4pp | 70.6%-2.6pp | 73.7%-5.7pp |
| Annual return | -14.80% | -13.76%-1.0pp | 29.74%-44.5pp | 12.21%-27.0pp |
| Employer contribution / active EE | $1,441 | $2,166-33.5% | $4,176-65.5% | $2,848-49.4% |
| Participant deferral / active EE | $2,804 | $3,087-9.2% | $4,070-31.1% | $4,806-41.7% |
| Admin fee / account holder | $89 | $99-9.8% | $5,645-98.4% | $133-32.5% |