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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,930 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $43,452 |
Annual investment return 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 | $35,799 | $47,648-24.9% | $130,648-72.6% | $67,579-47.0% |
| Participation rate | 94.8% | 60.4%+34.3pp | 71.7%+23.0pp | 71.3%+23.5pp |
| Annual return | 16.44% | 25.73%-9.3pp | 1708.96%-1692.5pp | 378.56%-362.1pp |
| Employer contribution / active EE | $2,202 | $1,408+56.4% | $4,092-46.2% | $2,148+2.5% |
| Participant deferral / active EE | $2,333 | $2,616-10.8% | $3,603-35.2% | $3,539-34.1% |
| Admin fee / account holder | $183 | $105+74.1% | $5,464-96.7% | $142+28.5% |