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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,946 |
PROEQUITIES INC3+ years Filed as: PROEQUITIES Service code 49 · EIN 63-0879387 | Other Services | $16,251 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION SPECIALISTS Service code 49 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Other Services | $9,431 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,380 | $46,173-40.7% | $170,442-83.9% | $69,631-60.7% |
| Participation rate | 66.5% | 63.9%+2.6pp | 83.6%-17.1pp | 70.7%-4.2pp |
| Annual return | 20.93% | 21.62%-0.7pp | 205.93%-185.0pp | 27571.02%-27550.1pp |
| Employer contribution / active EE | $2,058 | $1,610+27.8% | $5,433-62.1% | $2,032+1.3% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $49 | $116-57.9% | $13,880-99.6% | $110-55.8% |