Filed October 18, 2004
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 |
|---|---|---|
ERNST & YOUNG LLP9+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $34,495 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,926 |
Filed as: CAPFINANCIAL PARTNERS LLP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,450 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 11.46% | 14.43%-3.0pp | 9.36%+2.1pp | 22.81%-11.4pp |
| Employer contribution / active EE | $14,961 | $16,909-11.5% | $31,270-52.2% | $18,290-18.2% |
| Participant deferral / active EE | $0 | $2,194-100.0% | $263-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |