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 |
|---|---|---|
ACCEL WEALTH MANAGEMENT2 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $57,389 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,625 |
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 | $240,232 | $69,362+246.3% | $101,248+137.3% | $73,488+226.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.76% | 18.46%-4.7pp | 46.47%-32.7pp | 28.51%-14.8pp |
| Employer contribution / active EE | $7,709 | $2,628+193.3% | $3,660+110.7% | $2,270+239.6% |
| Participant deferral / active EE | $5,332 | $3,300+61.6% | $4,370+22.0% | $3,740+42.6% |
| Admin fee / account holder | $12 | $704-98.3% | $5,945-99.8% | $513-97.7% |