Filed October 27, 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 |
|---|---|---|
CECCONI, KURT A.2+ years Service code 49 9330 SCRANTON RD STE 250 · SAN DIEGO, CA 921217711 | Other Services | $6,720 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,066 |
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 | $46,418 | $84,233-44.9% | $170,442-72.8% | $70,131-33.8% |
| Participation rate | 99.0% | 70.8%+28.1pp | 83.6%+15.4pp | 69.5%+29.4pp |
| Annual return | 16.77% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $1,885 | $3,387-44.3% | $5,433-65.3% | $2,342-19.5% |
| Participant deferral / active EE | $4,090 | $3,086+32.5% | $4,939-17.2% | $3,332+22.8% |
| Admin fee / account holder | $23 | $5,698-99.6% | $13,880-99.8% | $4,645-99.5% |