Filed December 30, 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 9-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,196 |
AFS ADVISORS, LLC1 year Service code 27 · EIN 27-4398433 | Advisory (Plan) | $159 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,242 | $88,122-23.7% | $141,162-52.4% | $67,579-0.5% |
| Participation rate | 88.1% | 76.5%+11.6pp | 82.5%+5.6pp | 71.3%+16.8pp |
| Annual return | 35.40% | 75.40%-40.0pp | 71.39%-36.0pp | 378.56%-343.2pp |
| Employer contribution / active EE | $1,838 | $3,224-43.0% | $4,735-61.2% | $2,148-14.4% |
| Participant deferral / active EE | $5,214 | $5,958-12.5% | $6,709-22.3% | $3,539+47.3% |
| Admin fee / account holder | $248 | $131+89.7% | $10,261-97.6% | $142+74.5% |