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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $206,417 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $44,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,628 | $57,570+3.6% | $121,098-50.8% | $80,160-25.6% |
| Participation rate | 73.0% | 58.8%+14.2pp | 69.5%+3.5pp | 72.9%+0.1pp |
| Annual return | 16.71% | 20.42%-3.7pp | 985.75%-969.0pp | 40.38%-23.7pp |
| Employer contribution / active EE | $1,628 | $2,119-23.2% | $4,164-60.9% | $2,978-45.3% |
| Participant deferral / active EE | $3,026 | $3,092-2.1% | $4,080-25.8% | $5,017-39.7% |
| Admin fee / account holder | $93 | $121-23.1% | $5,644-98.3% | $145-35.7% |