Filed November 23, 2010 (most recent of 3 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 | $16,730 |
SAGE, RUTTY AND CO., INC.2+ years Filed as: SAGE RUTTY AND CO INC Service code 49 · EIN 16-0620690 | Other Services | $10,168 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,846 | $89,739-25.5% | $149,718-55.4% | $62,292+7.3% |
| Participation rate | 96.7% | 85.1%+11.6pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 16.51% | 21.01%-4.5pp | 1501.63%-1485.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $829 | $3,233-74.4% | $5,445-84.8% | $2,042-59.4% |
| Participant deferral / active EE | $3,883 | $4,797-19.1% | $6,569-40.9% | $3,169+22.5% |
| Admin fee / account holder | $73 | $551-86.8% | $11,283-99.4% | $479-84.8% |