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 LLC9 years Service code 49 · EIN 20-4853289 | Other Services | $26,765 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,468 |
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 | $70,334 | $53,053+32.6% | $126,539-44.4% | $74,304-5.3% |
| Participation rate | 83.8% | 48.0%+35.8pp | 69.8%+14.0pp | 60.3%+23.5pp |
| Annual return | 12.92% | 29.46%-16.5pp | 425.95%-413.0pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,520 | $1,168+30.2% | $3,674-58.6% | $2,241-32.2% |
| Participant deferral / active EE | $3,568 | $2,303+54.9% | $4,083-12.6% | $3,767-5.3% |
| Admin fee / account holder | $14 | $3,698-99.6% | $6,065-99.8% | $2,969-99.5% |