Filed June 10, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
DEMPSEY LORD SMITH LLC2 years Service code 49 · EIN 20-4853289 | Other Services | $17,694 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,680 |
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 | $34,395 | $39,898-13.8% | $121,196-71.6% | $55,725-38.3% |
| Participation rate | 82.8% | 61.2%+21.6pp | 71.7%+11.1pp | 70.9%+12.0pp |
| Annual return | -8.71% | -0.96%-7.8pp | 16.93%-25.6pp | 244.93%-253.6pp |
| Employer contribution / active EE | $1,179 | $1,295-9.0% | $4,022-70.7% | $2,078-43.3% |
| Participant deferral / active EE | $2,583 | $2,439+5.9% | $3,344-22.8% | $3,356-23.0% |
| Admin fee / account holder | $6 | $95-93.2% | $5,019-99.9% | $115-94.4% |