Filed December 18, 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 |
|---|---|---|
BONADIO & CO., LLP1+ years Filed as: BONADIO & COMPANY LLP Service code 10 · EIN 16-1131146 | Accounting | $7,900 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,378 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $210,807 | $48,313+336.3% | $73,307+187.6% | $52,331+302.8% |
| Participation rate | 98.6% | 68.6%+30.1pp | 74.9%+23.7pp | 68.1%+30.5pp |
| Annual return | 1.51% | 3.85%-2.3pp | 5.67%-4.2pp | 4.54%-3.0pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,680 | $4,189+59.5% | $4,991+33.8% | $3,022+121.0% |
| Admin fee / account holder | $73 | $404-82.0% | $5,637-98.7% | $592-87.7% |