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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,941 |
PROEQUITIES INC5+ years Filed as: PROEQUITIES Service code 49 · EIN 63-0879387 | Other Services | $23,871 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SPECIALISTS Service code 49 | Other Services | $13,720 |
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SPECIALISTS LTD Service code 13 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $125 |
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 | $30,435 | $62,928-51.6% | $172,739-82.4% | $67,579-55.0% |
| Participation rate | 69.4% | 64.5%+5.0pp | 82.6%-13.2pp | 71.3%-1.8pp |
| Annual return | 24.87% | 30.36%-5.5pp | 802.84%-778.0pp | 378.56%-353.7pp |
| Employer contribution / active EE | $2,219 | $1,636+35.6% | $5,143-56.9% | $2,148+3.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $52 | $167-68.8% | $13,954-99.6% | $142-63.5% |