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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,508 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE ADVISORS, LLC. Service code 49 · EIN 13-4071393 | Other Services | $32,756 |
EQUITABLE ADVISORS LLC4 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,032 | $47,126+35.9% | $149,673-57.2% | $74,419-14.0% |
| Participation rate | 91.3% | 63.4%+27.9pp | 78.8%+12.5pp | 70.7%+20.5pp |
| Annual return | 17.97% | 22.75%-4.8pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,393 | $1,905+25.6% | $4,818-50.3% | $2,637-9.3% |
| Participant deferral / active EE | $4,962 | $2,728+81.9% | $5,680-12.6% | $4,528+9.6% |
| Admin fee / account holder | $190 | $343-44.6% | $13,210-98.6% | $348-45.4% |