Filed December 11, 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 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 45-5291215 | Advisory (Plan) | $32,527 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,678 |
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 | $64,195 | $79,519-19.3% | $95,952-33.1% | $73,409-12.6% |
| Participation rate | 77.8% | 81.2%-3.4pp | 77.1%+0.7pp | 72.2%+5.6pp |
| Annual return | 15.56% | 19.20%-3.6pp | 91.61%-76.1pp | 59.29%-43.7pp |
| Employer contribution / active EE | $1,812 | $2,048-11.5% | $2,541-28.7% | $2,234-18.9% |
| Participant deferral / active EE | $4,245 | $4,138+2.6% | $4,167+1.9% | $3,805+11.6% |
| Admin fee / account holder | $18 | $184-90.1% | $6,795-99.7% | $158-88.5% |