Filed November 3, 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 |
|---|---|---|
PROEQUITIES INC1+ years Filed as: PROEQUITIES Service code 49 · EIN 63-0879387 | Other Services | $15,849 |
PENSION ASSURANCE LLP1+ years Filed as: THE PENSION SPECIALISTS Service code 49 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Other Services | $7,082 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,280 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,581 | $37,117-39.2% | $147,614-84.7% | $55,191-59.1% |
| Participation rate | 70.9% | 63.6%+7.3pp | 84.6%-13.7pp | 69.2%+1.7pp |
| Annual return | -1.15% | 3.44%-4.6pp | 61.98%-63.1pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,082 | $1,620+28.5% | $5,564-62.6% | $1,899+9.7% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $4 | $86-95.4% | $11,611-100.0% | $91-95.7% |