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 MANAGEMENT3 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $64,676 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,350 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,537 | $77,660+263.8% | $109,143+158.9% | $79,386+255.9% |
| Participation rate | 98.0% | 67.8%+30.2pp | 75.9%+22.1pp | 70.7%+27.3pp |
| Annual return | 15.60% | 23.44%-7.8pp | 25.75%-10.2pp | 116.85%-101.3pp |
| Employer contribution / active EE | $8,744 | $2,797+212.6% | $3,722+134.9% | $2,427+260.2% |
| Participant deferral / active EE | $5,950 | $3,518+69.2% | $4,653+27.9% | $4,046+47.1% |
| Admin fee / account holder | $13 | $732-98.2% | $6,752-99.8% | $626-97.9% |