Filed November 5, 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 |
|---|---|---|
THE JEWISH BOARD1 year Service code 49 · EIN 13-5564937 | Other Services | $32,111 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 27 · EIN 91-0675641 | Advisory (Plan) | $18,750 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,497 | $37,213-4.6% | $156,549-77.3% | $63,975-44.5% |
| Participation rate | 18.4% | 65.0%-46.6pp | 84.0%-65.6pp | 71.1%-52.7pp |
| Annual return | 9.83% | 47.89%-38.1pp | 32.23%-22.4pp | 48.65%-38.8pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $851 | $2,070-58.9% | $4,871-82.5% | $3,356-74.6% |
| Admin fee / account holder | $20 | $56-64.8% | $13,027-99.8% | $70-71.9% |