Filed February 1, 2008 (most recent of 2 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,067 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $14,508 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $37,633 | $46,173-18.5% | $170,442-77.9% | $69,631-46.0% |
| Participation rate | 94.1% | 63.9%+30.2pp | 83.6%+10.5pp | 70.7%+23.4pp |
| Annual return | 16.90% | 21.62%-4.7pp | 205.93%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,616 | $1,610+0.4% | $5,433-70.3% | $2,032-20.5% |
| Participant deferral / active EE | $2,906 | $2,080+39.7% | $4,939-41.2% | $3,224-9.9% |
| Admin fee / account holder | $238 | $116+105.2% | $13,880-98.3% | $110+115.4% |