Filed January 18, 2013
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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,955 |
QUALIFIED PLANS, LLC5 years Filed as: QUALIFIED PLAN CONSULTANTS Service code 49 · EIN 20-0223513 | Other Services | $13,627 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,824 |
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 | $282,297 | $88,581+218.7% | $145,661+93.8% | $74,304+279.9% |
| Participation rate | 96.3% | 64.9%+31.3pp | 77.2%+19.1pp | 60.3%+35.9pp |
| Annual return | 22.52% | 34.30%-11.8pp | 101.46%-78.9pp | 29.43%-6.9pp |
| Employer contribution / active EE | $9,080 | $2,612+247.6% | $4,238+114.3% | $2,241+305.2% |
| Participant deferral / active EE | $8,645 | $4,151+108.2% | $7,198+20.1% | $3,767+129.5% |
| Admin fee / account holder | $26 | $2,953-99.1% | $12,466-99.8% | $2,969-99.1% |