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 LLC7 years Service code 49 · EIN 20-4853289 | Other Services | $20,830 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,949 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,529 | $48,335+21.1% | $121,098-51.7% | $71,457-18.1% |
| Participation rate | 85.1% | 54.3%+30.9pp | 69.5%+15.6pp | 67.9%+17.2pp |
| Annual return | 17.84% | 23.32%-5.5pp | 985.75%-967.9pp | 28.85%-11.0pp |
| Employer contribution / active EE | $1,577 | $1,489+5.9% | $4,164-62.1% | $2,588-39.0% |
| Participant deferral / active EE | $3,912 | $2,754+42.0% | $4,080-4.1% | $4,289-8.8% |
| Admin fee / account holder | $12 | $1,841-99.3% | $5,644-99.8% | $1,587-99.2% |