Filed January 3, 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 |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $43,381 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 · EIN 47-1411118 34700 COAST HIGHWAY · CAPISTRANO BEACH, CA 92624 | Advisory (Plan) | $35,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 111 WEST STATE STREET · MASON CITY, IA 504022000 | Contract Administrator | $9,885 |
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 | $69,106 | $80,177-13.8% | $123,892-44.2% | $57,658+19.9% |
| Participation rate | 73.0% | 74.4%-1.4pp | 81.4%-8.4pp | 70.2%+2.8pp |
| Annual return | 7.69% | 17.90%-10.2pp | 47.52%-39.8pp | 5.13%+2.6pp |
| Employer contribution / active EE | $5,918 | $2,913+103.2% | $4,617+28.2% | $1,974+199.8% |
| Participant deferral / active EE | $2,967 | $5,130-42.2% | $5,984-50.4% | $3,061-3.1% |
| Admin fee / account holder | $16 | $106-84.6% | $8,357-99.8% | $95-82.7% |