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 LLC4 years Service code 49 · EIN 20-4853289 | Other Services | $20,137 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,400 |
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 | $51,680 | $54,121-4.5% | $134,143-61.5% | $73,409-29.6% |
| Participation rate | 81.5% | 64.4%+17.1pp | 72.2%+9.3pp | 72.2%+9.3pp |
| Annual return | 15.04% | -312.52%+327.6pp | 36.33%-21.3pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,156 | $1,402-17.6% | $3,704-68.8% | $2,234-48.3% |
| Participant deferral / active EE | $2,751 | $2,844-3.3% | $3,499-21.4% | $3,805-27.7% |
| Admin fee / account holder | $9 | $132-92.8% | $6,684-99.9% | $158-94.0% |