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 LLC5 years Service code 49 · EIN 20-4853289 | Other Services | $24,022 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,312 | $61,052+8.6% | $142,863-53.6% | $79,386-16.5% |
| Participation rate | 82.7% | 60.1%+22.6pp | 71.9%+10.8pp | 70.7%+12.0pp |
| Annual return | 23.80% | 16.02%+7.8pp | 5637.54%-5613.7pp | 116.85%-93.0pp |
| Employer contribution / active EE | $1,496 | $1,481+1.0% | $4,144-63.9% | $2,427-38.4% |
| Participant deferral / active EE | $3,691 | $2,879+28.2% | $3,837-3.8% | $4,046-8.8% |
| Admin fee / account holder | $15 | $659-97.7% | $6,560-99.8% | $626-97.6% |