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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,702 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Filed as: AXA NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $18,546 |
Filed as: AXA ADVISORS LLC Service code 49 · EIN 13-4071393 | Other Services | $5,341 |
WILSHIRE ASSOCIATES INCORPORATED5+ 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 | $49,143 | $62,928-21.9% | $172,739-71.6% | $67,579-27.3% |
| Participation rate | 93.3% | 64.5%+28.8pp | 82.6%+10.6pp | 71.3%+22.0pp |
| Annual return | 23.57% | 30.36%-6.8pp | 802.84%-779.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,631 | $1,636-0.3% | $5,143-68.3% | $2,148-24.1% |
| Participant deferral / active EE | $3,808 | $2,145+77.6% | $5,198-26.7% | $3,539+7.6% |
| Admin fee / account holder | $213 | $167+28.1% | $13,954-98.5% | $142+50.0% |