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., LLP2+ years Filed as: BONADIO & COMPANY LLP Service code 10 · EIN 16-1131146 | Accounting | $8,200 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,440 |
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 | $228,742 | $51,244+346.4% | $80,975+182.5% | $55,167+314.6% |
| Participation rate | 97.9% | 71.7%+26.2pp | 75.8%+22.1pp | 69.0%+28.9pp |
| Annual return | 6.97% | 17.39%-10.4pp | 17.10%-10.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,664 | $4,418+50.8% | $5,696+17.0% | $3,054+118.2% |
| Admin fee / account holder | $66 | $398-83.4% | $5,516-98.8% | $504-86.9% |