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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,557 |
AFS ADVISORS, LLC3 years Service code 27 · EIN 27-4398433 | Advisory (Plan) | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,471 | $104,317-16.1% | $159,436-45.1% | $86,799+0.8% |
| Participation rate | 78.4% | 77.7%+0.7pp | 82.8%-4.5pp | 72.3%+6.1pp |
| Annual return | 64.84% | 26.32%+38.5pp | 263.57%-198.7pp | 97.91%-33.1pp |
| Employer contribution / active EE | $1,575 | $3,451-54.3% | $4,829-67.4% | $2,405-34.5% |
| Participant deferral / active EE | $5,000 | $6,837-26.9% | $7,352-32.0% | $4,131+21.0% |
| Admin fee / account holder | $113 | $172-34.2% | $10,799-99.0% | $170-33.2% |