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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,683 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $17,102 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $40,108 | $37,196+7.8% | $154,107-74.0% | $55,725-28.0% |
| Participation rate | 90.4% | 64.1%+26.3pp | 83.0%+7.4pp | 70.9%+19.6pp |
| Annual return | 1.16% | 1319.68%-1318.5pp | 735.12%-734.0pp | 244.93%-243.8pp |
| Employer contribution / active EE | $1,570 | $1,614-2.7% | $5,298-70.4% | $2,078-24.4% |
| Participant deferral / active EE | $3,475 | $2,068+68.0% | $5,081-31.6% | $3,356+3.6% |
| Admin fee / account holder | $222 | $102+118.3% | $13,411-98.3% | $115+92.5% |