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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,895 |
SAGE, RUTTY AND CO., INC.2 years Service code 27 · EIN 16-0620690 | Advisory (Plan) | $31,406 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $75,790 | $136,307-44.4% | $177,821-57.4% | $73,488+3.1% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.7%+9.7pp | 70.7%+26.7pp |
| Annual return | 4.88% | 18.68%-13.8pp | 48.32%-43.4pp | 28.51%-23.6pp |
| Employer contribution / active EE | $992 | $3,712-73.3% | $5,918-83.2% | $2,270-56.3% |
| Participant deferral / active EE | $4,378 | $5,829-24.9% | $7,714-43.2% | $3,740+17.1% |
| Admin fee / account holder | $307 | $596-48.5% | $12,427-97.5% | $513-40.2% |