Filed May 16, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,165 |
HANDELAND, STEVEN M.2+ years Service code 49 3196 KRAFT AVE SE · GRAND RAPIDS, MI 495122065 | Other Services | $2,954 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $92,931 | $60,165+54.5% | $74,183+25.3% | $55,167+68.5% |
| Participation rate | 96.3% | 74.2%+22.1pp | 76.6%+19.7pp | 69.0%+27.3pp |
| Annual return | 6.35% | 10.00%-3.6pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,381 | $1,600-13.7% | $2,370-41.7% | $1,963-29.7% |
| Participant deferral / active EE | $4,095 | $2,973+37.8% | $3,550+15.4% | $3,054+34.1% |
| Admin fee / account holder | $19 | $419-95.4% | $5,586-99.7% | $504-96.2% |