Filed August 8, 2008
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 |
|---|---|---|
PLANTECH, LLP2+ years Filed as: PLANTECH LLP Service code 13 · EIN 72-1386027 | Contract Administrator | $6,350 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $880 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,344 | $75,183-23.7% | $123,892-53.7% | $55,167+3.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 11.20% | 19.01%-7.8pp | 47.52%-36.3pp | 169.23%-158.0pp |
| Employer contribution / active EE | $4,301 | $2,823+52.3% | $4,617-6.8% | $1,963+119.2% |
| Participant deferral / active EE | $6,380 | $5,084+25.5% | $5,984+6.6% | $3,054+108.9% |
| Admin fee / account holder | $7 | $663-99.0% | $8,357-99.9% | $504-98.6% |