Filed March 24, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,364 |
JEFFREY SLOCUM & ASSOCIATES2+ years Filed as: JEFFREY SLOCUM & ASSOCIATES, INC. Service code 27 · EIN 41-1567437 | Advisory (Plan) | $35,000 |
Annual investment return 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 | $32,575 | $37,213-12.5% | $156,549-79.2% | $63,975-49.1% |
| Participation rate | 94.3% | 65.0%+29.3pp | 84.0%+10.2pp | 71.1%+23.1pp |
| Annual return | 6.00% | 47.89%-41.9pp | 32.23%-26.2pp | 48.65%-42.7pp |
| Employer contribution / active EE | $3,342 | $1,357+146.3% | $5,501-39.3% | $2,182+53.2% |
| Participant deferral / active EE | $0 | $2,070-100.0% | $4,871-100.0% | $3,356-100.0% |
| Admin fee / account holder | $27 | $56-51.3% | $13,027-99.8% | $70-61.0% |