Filed February 24, 2011
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 |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $23,547 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,685 |
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 | $71,219 | $107,378-33.7% | $108,579-34.4% | $57,658+23.5% |
| Participation rate | 96.9% | 77.1%+19.8pp | 79.6%+17.4pp | 70.2%+26.7pp |
| Annual return | 8.26% | 12.80%-4.5pp | -51.70%+60.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,700 | $1,782-4.6% | $3,758-54.8% | $1,974-13.9% |
| Participant deferral / active EE | $5,374 | $3,221+66.9% | $4,311+24.7% | $3,061+75.6% |
| Admin fee / account holder | $9 | $108-92.0% | $7,645-99.9% | $95-90.8% |