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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,761 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $39,832 |
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 | $46,051 | $53,345-13.7% | $121,098-62.0% | $74,419-38.1% |
| Participation rate | 92.9% | 60.0%+32.9pp | 69.5%+23.4pp | 70.7%+22.2pp |
| Annual return | 14.74% | 35.15%-20.4pp | 985.75%-971.0pp | 34.38%-19.6pp |
| Employer contribution / active EE | $2,361 | $1,898+24.3% | $4,164-43.3% | $2,637-10.5% |
| Participant deferral / active EE | $3,141 | $3,221-2.5% | $4,080-23.0% | $4,528-30.6% |
| Admin fee / account holder | $154 | $382-59.6% | $5,644-97.3% | $348-55.6% |