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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,327 |
AFS ADVISORS, LLC2 years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $23,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,566 | $100,801-15.1% | $149,696-42.8% | $73,409+16.6% |
| Participation rate | 64.5% | 77.7%-13.2pp | 82.5%-18.0pp | 72.2%-7.7pp |
| Annual return | 37.93% | 265.34%-227.4pp | 276.60%-238.7pp | 59.29%-21.4pp |
| Employer contribution / active EE | $1,350 | $3,312-59.2% | $4,644-70.9% | $2,234-39.6% |
| Participant deferral / active EE | $4,615 | $6,404-27.9% | $6,842-32.5% | $3,805+21.3% |
| Admin fee / account holder | $143 | $181-21.0% | $9,309-98.5% | $158-9.6% |