Filed June 8, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,315 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $1,600 |
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 | $199,451 | $43,423+359.3% | $78,689+153.5% | $55,167+261.5% |
| Participation rate | 98.9% | 68.0%+30.8pp | 73.6%+25.3pp | 69.0%+29.9pp |
| Annual return | 88.54% | 11.53%+77.0pp | 62.18%+26.4pp | 169.23%-80.7pp |
| Employer contribution / active EE | $11,213 | $1,997+461.6% | $2,851+293.4% | $1,963+471.4% |
| Participant deferral / active EE | $7,385 | $2,509+194.4% | $3,517+110.0% | $3,054+141.8% |
| Admin fee / account holder | $19 | $416-95.4% | $4,510-99.6% | $504-96.2% |