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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,482 |
SAGE, RUTTY AND CO., INC.3+ years Filed as: SAGE RUTTY AND CO INC Service code 27 · EIN 16-0620690 | Advisory (Plan) | $20,092 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $69,893 | $79,523-12.1% | $140,016-50.1% | $56,287+24.2% |
| Participation rate | 96.8% | 85.7%+11.1pp | 87.5%+9.3pp | 69.9%+27.0pp |
| Annual return | 11.92% | 2.39%+9.5pp | 651.12%-639.2pp | -9.96%+21.9pp |
| Employer contribution / active EE | $915 | $3,350-72.7% | $5,606-83.7% | $2,111-56.7% |
| Participant deferral / active EE | $4,040 | $5,129-21.2% | $6,927-41.7% | $3,350+20.6% |
| Admin fee / account holder | $253 | $614-58.8% | $10,705-97.6% | $521-51.4% |