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 | $84,685+233.4% | $142,942+97.5% | $67,986+315.2% |
| Participation rate | 96.3% | 61.4%+34.9pp | 76.8%+19.4pp | 57.2%+39.1pp |
| Annual return | 22.52% | 35.89%-13.4pp | 113.70%-91.2pp | 31.67%-9.1pp |
| Employer contribution / active EE | $9,080 | $2,263+301.2% | $4,139+119.4% | $2,019+349.8% |
| Participant deferral / active EE | $8,645 | $3,832+125.6% | $7,128+21.3% | $3,358+157.4% |
| Admin fee / account holder | $26 | $3,229-99.2% | $12,475-99.8% | $3,203-99.2% |