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 MANAGEMENT4 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $63,077 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,800 | $64,119+270.9% | $112,228+111.9% | $66,914+255.4% |
| Participation rate | 94.1% | 68.5%+25.6pp | 75.1%+19.0pp | 69.8%+24.3pp |
| Annual return | -14.25% | -13.81%-0.4pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $8,738 | $3,005+190.7% | $3,635+140.4% | $2,544+243.4% |
| Participant deferral / active EE | $5,440 | $3,693+47.3% | $4,728+15.1% | $4,237+28.4% |
| Admin fee / account holder | $23 | $625-96.3% | $6,410-99.6% | $593-96.1% |