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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,023 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $43,498 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,150 | $54,121-16.6% | $134,143-66.3% | $73,409-38.5% |
| Participation rate | 95.2% | 64.4%+30.9pp | 72.2%+23.1pp | 72.2%+23.1pp |
| Annual return | 13.72% | -312.52%+326.2pp | 36.33%-22.6pp | 59.29%-45.6pp |
| Employer contribution / active EE | $608 | $1,402-56.6% | $3,704-83.6% | $2,234-72.8% |
| Participant deferral / active EE | $2,755 | $2,844-3.1% | $3,499-21.3% | $3,805-27.6% |
| Admin fee / account holder | $213 | $132+60.7% | $6,684-96.8% | $158+34.7% |