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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $162,728 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $35,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,590 | $36,939+4.5% | $80,716-52.2% | $93,030-58.5% |
| Participation rate | 11.4% | 32.6%-21.2pp | 54.2%-42.8pp | 73.9%-62.5pp |
| Annual return | 14.90% | 17.55%-2.7pp | 87.28%-72.4pp | 158.70%-143.8pp |
| Employer contribution / active EE | $220 | $455-51.6% | $1,160-81.0% | $2,706-91.9% |
| Participant deferral / active EE | $479 | $1,044-54.1% | $2,146-77.7% | $4,562-89.5% |
| Admin fee / account holder | $299 | $162+85.2% | $3,380-91.1% | $152+97.3% |