Filed April 20, 2009
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 | $46,743 |
ANDERSON & REED, LLP1+ years Filed as: ANDERSON, PETER J. Service code 49 4555 LAKE FOREST DR · CINCINNATI, OH 45242 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $48,945 | $57,096-14.3% | $94,224-48.1% | $55,191-11.3% |
| Participation rate | 96.8% | 75.7%+21.1pp | 78.8%+18.0pp | 69.2%+27.6pp |
| Annual return | 1.83% | 159.65%-157.8pp | 10.68%-8.9pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,460 | $1,708+44.0% | $3,587-31.4% | $1,899+29.6% |
| Participant deferral / active EE | $3,977 | $3,165+25.7% | $4,320-7.9% | $3,046+30.6% |
| Admin fee / account holder | $62 | $89-31.0% | $6,269-99.0% | $91-32.2% |