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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $131,323 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,726 |
ANDERSON & REED, LLP3+ years Filed as: ANDERSON, PETER J. Service code 49 4555 LAKE FOREST DR · CINCINNATI, OH 45242 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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 | $59,290 | $71,666-17.3% | $117,854-49.7% | $69,631-14.9% |
| Participation rate | 97.7% | 77.5%+20.2pp | 79.7%+18.0pp | 70.7%+27.0pp |
| Annual return | 14.95% | 18.86%-3.9pp | 335.08%-320.1pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $2,409 | $1,889+27.5% | $3,786-36.4% | $2,032+18.5% |
| Participant deferral / active EE | $4,839 | $3,340+44.9% | $4,482+8.0% | $3,224+50.1% |
| Admin fee / account holder | $153 | $120+27.3% | $8,020-98.1% | $110+38.7% |