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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,043 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $43,461 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,743 | $62,723-20.7% | $142,863-65.2% | $86,799-42.7% |
| Participation rate | 95.5% | 62.6%+33.0pp | 71.9%+23.6pp | 72.3%+23.2pp |
| Annual return | 11.75% | 17.62%-5.9pp | 5637.54%-5625.8pp | 97.91%-86.2pp |
| Employer contribution / active EE | $2,351 | $1,627+44.5% | $4,144-43.3% | $2,405-2.3% |
| Participant deferral / active EE | $2,996 | $3,039-1.4% | $3,837-21.9% | $4,131-27.5% |
| Admin fee / account holder | $219 | $140+56.8% | $6,560-96.7% | $170+29.0% |