Filed March 4, 2010 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $240,217 |
Filed as: HENDERSON BROTHERS FINANCIAL PARTNE Service code 27 · EIN 99-4573857 | Advisory (Plan) | $46,862 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,074 |
WITHUMSMITH+BROWN, PC8 years Filed as: YOUNG, OAKES, BROWN & CO. Service code 10 · EIN 25-1589048 | Accounting | $7,890 |
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 | $55,581 | $94,876-41.4% | $82,389-32.5% | $102,872-46.0% |
| Participation rate | 98.5% | 70.6%+27.9pp | 69.5%+28.9pp | 73.0%+25.5pp |
| Annual return | 15.68% | 17.83%-2.2pp | 28.67%-13.0pp | 19.06%-3.4pp |
| Employer contribution / active EE | $1,702 | $3,789-55.1% | $2,517-32.4% | $3,526-51.7% |
| Participant deferral / active EE | $5,913 | $4,496+31.5% | $4,155+42.3% | $5,535+6.8% |
| Admin fee / account holder | $178 | $214-16.9% | $7,231-97.5% | $292-39.1% |