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 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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,956 |
PROEQUITIES INC5+ years Service code 49 · EIN 63-0879387 | Other Services | $26,154 |
PENSION ASSURANCE LLP5+ years Filed as: THE PENSION SPECIALISTS LTD Service code 13 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $15,123 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $32,553 | $62,928-48.3% | $172,739-81.2% | $67,579-51.8% |
| Participation rate | 62.3% | 64.5%-2.2pp | 82.6%-20.4pp | 71.3%-9.0pp |
| Annual return | 24.71% | 30.36%-5.6pp | 802.84%-778.1pp | 378.56%-353.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,985 | $2,145+39.2% | $5,198-42.6% | $3,539-15.7% |
| Admin fee / account holder | $60 | $167-64.0% | $13,954-99.6% | $142-57.9% |