Filed December 31, 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 6-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $341,893 |
CROWE LLP4+ years Service code 10 · EIN 35-0921680 | Accounting | $20,800 |
LPL FINANCIAL4+ years Service code 28 · EIN 04-3046611 | Investment Management | $16,614 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,423 | $136,266-33.6% | $90,749-0.4% | $77,904+16.1% |
| Participation rate | 98.8% | 86.6%+12.1pp | 75.7%+23.1pp | 73.7%+25.1pp |
| Annual return | -15.58% | -11.32%-4.3pp | -12.16%-3.4pp | 12.21%-27.8pp |
| Employer contribution / active EE | $3,802 | $4,215-9.8% | $2,921+30.2% | $2,848+33.5% |
| Participant deferral / active EE | $5,716 | $6,353-10.0% | $4,564+25.2% | $4,806+18.9% |
| Admin fee / account holder | $84 | $399-78.9% | $8,445-99.0% | $133-36.6% |