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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,099 |
PROEQUITIES INC6+ years Service code 49 · EIN 63-0879387 | Other Services | $26,779 |
PENSION ASSURANCE LLP6+ years Filed as: THE PENSION SPECIALISTS LTD Service code 13 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $17,913 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,879 | $52,293-18.0% | $178,490-76.0% | $73,409-41.6% |
| Participation rate | 68.9% | 65.3%+3.5pp | 81.9%-13.0pp | 72.2%-3.3pp |
| Annual return | 17.69% | 34.75%-17.1pp | 151.07%-133.4pp | 59.29%-41.6pp |
| Employer contribution / active EE | $2,448 | $1,735+41.1% | $5,011-51.1% | $2,234+9.6% |
| Participant deferral / active EE | $3,870 | $2,332+65.9% | $5,202-25.6% | $3,805+1.7% |
| Admin fee / account holder | $140 | $127+9.6% | $13,984-99.0% | $158-11.6% |