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 MANAGEMENT5 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $57,400 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $650 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,543 | $76,670+217.7% | $96,683+151.9% | $71,457+240.8% |
| Participation rate | 93.9% | 66.6%+27.3pp | 74.3%+19.5pp | 67.9%+25.9pp |
| Annual return | 13.92% | 48.29%-34.4pp | 35.69%-21.8pp | 28.85%-14.9pp |
| Employer contribution / active EE | $8,641 | $3,031+185.0% | $3,737+131.2% | $2,588+233.9% |
| Participant deferral / active EE | $4,857 | $3,771+28.8% | $4,878-0.4% | $4,289+13.3% |
| Admin fee / account holder | $5 | $2,028-99.8% | $6,730-99.9% | $1,587-99.7% |