Filed November 17, 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 9-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,482 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $6,223 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,497 | $85,766-56.3% | $136,294-72.5% | $70,131-46.5% |
| Participation rate | 84.9% | 74.2%+10.7pp | 81.9%+3.0pp | 69.5%+15.3pp |
| Annual return | 14.90% | 31.45%-16.6pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,181 | $2,966-60.2% | $4,695-74.8% | $2,342-49.6% |
| Participant deferral / active EE | $6,711 | $5,051+32.8% | $6,247+7.4% | $3,332+101.4% |
| Admin fee / account holder | $348 | $5,420-93.6% | $9,243-96.2% | $4,645-92.5% |