Filed May 21, 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 9-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 | $35,670 |
SAGEPOINT FINANCIAL INC2 years Service code 49 · EIN 20-1741754 | Other Services | $12,753 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,079 | $25,165-28.2% | $73,545-75.4% | $77,958-76.8% |
| Participation rate | 6.9% | 36.6%-29.7pp | 54.9%-48.0pp | 71.6%-64.7pp |
| Annual return | 22.01% | 18.12%+3.9pp | -15.16%+37.2pp | 20.87%+1.1pp |
| Employer contribution / active EE | $47 | $395-88.1% | $1,219-96.1% | $2,310-98.0% |
| Participant deferral / active EE | $216 | $898-75.9% | $1,806-88.0% | $3,537-93.9% |
| Admin fee / account holder | $93 | $76+22.6% | $2,320-96.0% | $97-4.6% |