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 LLC6 years Service code 49 · EIN 20-4853289 | Other Services | $21,530 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,019 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,247 | $45,602+16.8% | $117,472-54.7% | $66,914-20.4% |
| Participation rate | 82.2% | 57.6%+24.6pp | 70.6%+11.7pp | 69.8%+12.4pp |
| Annual return | -18.78% | -16.74%-2.0pp | 29.74%-48.5pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,472 | $1,579-6.7% | $4,176-64.7% | $2,544-42.1% |
| Participant deferral / active EE | $3,626 | $2,845+27.5% | $4,070-10.9% | $4,237-14.4% |
| Admin fee / account holder | $13 | $661-98.0% | $5,645-99.8% | $593-97.8% |