Filed January 23, 2015
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 | $294,353 |
JGD & ASSOCIATES LLP1 year Filed as: JGD AND ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $10,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,208 | $39,973-19.4% | $79,550-59.5% | $77,904-58.7% |
| Participation rate | 75.4% | 64.6%+10.8pp | 69.5%+5.9pp | 73.7%+1.7pp |
| Annual return | -15.13% | 3.42%-18.5pp | 0.16%-15.3pp | 12.21%-27.3pp |
| Employer contribution / active EE | $1,022 | $1,088-6.1% | $2,413-57.7% | $2,848-64.1% |
| Participant deferral / active EE | $3,388 | $2,774+22.1% | $3,985-15.0% | $4,806-29.5% |
| Admin fee / account holder | $268 | $113+137.3% | $6,832-96.1% | $133+102.1% |