Filed August 14, 2009 (most recent of 2 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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $13,277 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,852 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,153 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FEDERATED1 year Service code 52 · EIN 25-1111467 | Indirect Investment Fees | $0 |
Filed as: FIDELITY INVESTMENTS Service code 52 · EIN 04-3365630 | Indirect Investment Fees | $0 |
GOLDMAN SACHS1 year Service code 52 · EIN 13-5108880 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,520 | $43,999-14.7% | $79,464-52.8% | $55,725-32.7% |
| Participation rate | 31.8% | 66.9%-35.1pp | 73.3%-41.5pp | 70.9%-39.0pp |
| Annual return | 8.52% | 1.81%+6.7pp | 718.14%-709.6pp | 244.93%-236.4pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,342 | $2,538-47.1% | $3,704-63.8% | $3,356-60.0% |
| Admin fee / account holder | $57 | $118-51.4% | $5,113-98.9% | $115-50.4% |