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 NETWORK3 years Service code 27 · EIN 20-3771932 | Advisory (Plan) | $64,715 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,530 |
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 | $185,067 | $55,449+233.8% | $83,848+120.7% | $56,287+228.8% |
| Participation rate | 99.3% | 68.0%+31.3pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -5.79% | -1.38%-4.4pp | 850.88%-856.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $6,376 | $2,430+162.3% | $3,631+75.6% | $2,111+202.0% |
| Participant deferral / active EE | $4,703 | $2,935+60.2% | $4,082+15.2% | $3,350+40.4% |
| Admin fee / account holder | $10 | $656-98.4% | $5,478-99.8% | $521-98.0% |