Filed October 21, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,032 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $29,351 |
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 | $29,007 | $39,898-27.3% | $121,196-76.1% | $55,725-47.9% |
| Participation rate | 96.0% | 61.2%+34.8pp | 71.7%+24.3pp | 70.9%+25.2pp |
| Annual return | 72.79% | -0.96%+73.7pp | 16.93%+55.9pp | 244.93%-172.1pp |
| Employer contribution / active EE | $2,029 | $1,295+56.7% | $4,022-49.5% | $2,078-2.3% |
| Participant deferral / active EE | $1,876 | $2,439-23.1% | $3,344-43.9% | $3,356-44.1% |
| Admin fee / account holder | $155 | $95+63.3% | $5,019-96.9% | $115+34.9% |