Filed August 28, 2009
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 |
|---|---|---|
Filed as: ONE AMERICA SECURITIES INC Service code 16 · EIN 35-1159900 | Consulting | $88,726 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,883 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,695 | $37,245+178.4% | $94,993+9.2% | $77,958+33.0% |
| Participation rate | 59.4% | 56.5%+2.9pp | 73.9%-14.5pp | 71.6%-12.3pp |
| Annual return | 15.47% | 22.72%-7.3pp | 27.12%-11.6pp | 20.87%-5.4pp |
| Employer contribution / active EE | $1,979 | $894+121.3% | $2,603-24.0% | $2,310-14.4% |
| Participant deferral / active EE | $2,635 | $1,828+44.1% | $3,317-20.6% | $3,537-25.5% |
| Admin fee / account holder | $29 | $59-51.4% | $4,960-99.4% | $97-70.5% |