Filed June 15, 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 |
|---|---|---|
ABBEY STREET LLC1 year Service code 27 · EIN 82-4772597 | Advisory (Plan) | $71,770 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,333 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,717 | $89,465-6.4% | $164,866-49.2% | $77,671+7.8% |
| Participation rate | 97.9% | 78.6%+19.3pp | 78.6%+19.3pp | 70.6%+27.3pp |
| Annual return | 11.67% | 28.81%-17.1pp | 69.97%-58.3pp | 31.21%-19.5pp |
| Employer contribution / active EE | $3,673 | $2,568+43.1% | $4,343-15.4% | $2,726+34.7% |
| Participant deferral / active EE | $5,792 | $4,897+18.3% | $6,033-4.0% | $4,648+24.6% |
| Admin fee / account holder | $224 | $340-34.0% | $12,689-98.2% | $430-48.0% |