Filed April 15, 2008 (most recent of 2 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,994 |
ACLU DEFINED CONTRIBUTIO1 year Service code 10 · EIN 42-0714325 | Accounting | $28,543 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,371 | $39,859-38.9% | $78,689-69.0% | $57,658-57.7% |
| Participation rate | 98.1% | 66.1%+32.0pp | 73.6%+24.5pp | 70.2%+27.8pp |
| Annual return | 12.44% | 18.96%-6.5pp | 62.18%-49.7pp | 5.13%+7.3pp |
| Employer contribution / active EE | $2,800 | $1,786+56.8% | $2,851-1.8% | $1,974+41.8% |
| Participant deferral / active EE | $4,293 | $2,248+91.0% | $3,517+22.1% | $3,061+40.3% |
| Admin fee / account holder | $79 | $76+4.1% | $4,510-98.2% | $95-16.1% |