Filed October 30, 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 | $103,556 |
401K ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,815 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM SMITH & BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $16,640 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,311 | $72,254+34.7% | $86,677+12.3% | $64,808+50.2% |
| Participation rate | 86.3% | 80.4%+5.9pp | 76.6%+9.7pp | 71.5%+14.8pp |
| Annual return | -14.61% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | -$0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $3,075 | $4,658-34.0% | $4,656-33.9% | $4,310-28.6% |
| Admin fee / account holder | $35 | $174-79.6% | $7,493-99.5% | $188-81.1% |