Filed February 12, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,620 |
KESTRA INVESTMENT SERVICES LLC1+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $20,156 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $8,091 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $31,488 | $43,423-27.5% | $78,689-60.0% | $55,167-42.9% |
| Participation rate | 74.7% | 68.0%+6.6pp | 73.6%+1.1pp | 69.0%+5.7pp |
| Annual return | 6.75% | 11.53%-4.8pp | 62.18%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,158 | $1,997-42.0% | $2,851-59.4% | $1,963-41.0% |
| Participant deferral / active EE | $2,158 | $2,509-14.0% | $3,517-38.6% | $3,054-29.3% |
| Admin fee / account holder | $390 | $416-6.4% | $4,510-91.4% | $504-22.7% |