Filed June 8, 2009 (most recent of 3 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 |
|---|---|---|
RDA FINANCIAL NETWORK2 years Service code 27 · EIN 20-3771932 | Advisory (Plan) | $57,051 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $710 |
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 | $222,340 | $58,726+278.6% | $92,233+141.1% | $62,292+256.9% |
| Participation rate | 99.2% | 68.3%+30.9pp | 76.5%+22.8pp | 69.5%+29.7pp |
| Annual return | 18.07% | 43.62%-25.5pp | 176.28%-158.2pp | 28.90%-10.8pp |
| Employer contribution / active EE | $5,898 | $2,392+146.6% | $3,679+60.3% | $2,042+188.8% |
| Participant deferral / active EE | $4,220 | $2,766+52.6% | $3,897+8.3% | $3,169+33.2% |
| Admin fee / account holder | $5 | $556-99.1% | $5,194-99.9% | $479-99.0% |