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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,628 |
PROEQUITIES INC4+ years Filed as: PROEQUITIES Service code 49 · EIN 63-0879387 | Other Services | $19,542 |
PENSION ASSURANCE LLP4+ years Filed as: THE PENSION SPECIALISTS Service code 49 | Other Services | $11,120 |
PENSION ASSURANCE LLP1 year Filed as: THE PENSION SPECIALISTS LTD Service code 49 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Other Services | $0 |
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 | $24,685 | $37,196-33.6% | $154,107-84.0% | $55,725-55.7% |
| Participation rate | 69.9% | 64.1%+5.9pp | 83.0%-13.1pp | 70.9%-0.9pp |
| Annual return | -5.86% | 1319.68%-1325.5pp | 735.12%-741.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,214 | $1,614+37.1% | $5,298-58.2% | $2,078+6.5% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $51 | $102-49.6% | $13,411-99.6% | $115-55.6% |