Filed October 27, 2007 (most recent of 2 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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 · EIN 42-0127290 | Plan Administrator | $79,873 |
COMSTOCK ADVISORS8 years Filed as: COMSTOCK Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $22,510 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $22,365 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-3180817 | Investment Management | $10,706 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,571 | $122,693-49.8% | $184,203-66.6% | $199,593-69.2% |
| Participation rate | 99.6% | 86.8%+12.8pp | 86.8%+12.8pp | 72.0%+27.6pp |
| Annual return | 11.24% | 143.91%-132.7pp | 28.81%-17.6pp | 34.25%-23.0pp |
| Employer contribution / active EE | $4,567 | $4,584-0.4% | $6,427-28.9% | $3,034+50.5% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $81 | $121-33.1% | $13,901-99.4% | $269-70.0% |