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 LLC8 years Service code 49 · EIN 20-4853289 | Other Services | $24,969 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,417 | $52,406+34.4% | $129,207-45.5% | $74,495-5.5% |
| Participation rate | 82.8% | 53.8%+29.0pp | 69.6%+13.2pp | 67.2%+15.6pp |
| Annual return | 12.32% | 15.66%-3.3pp | 9417.33%-9405.0pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,667 | $1,531+8.9% | $4,153-59.9% | $2,623-36.4% |
| Participant deferral / active EE | $4,127 | $2,794+47.7% | $4,168-1.0% | $4,346-5.0% |
| Admin fee / account holder | $15 | $2,633-99.4% | $7,715-99.8% | $1,942-99.2% |