Filed May 11, 2011 (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 |
|---|---|---|
PROASSURANCE4 years Service code 49 · EIN 63-1285505 | Other Services | $60,000 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,807 |
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 | $249,797 | $111,608+123.8% | $177,821+40.5% | $73,409+240.3% |
| Participation rate | 98.7% | 87.9%+10.8pp | 87.7%+10.9pp | 72.2%+26.5pp |
| Annual return | 13.22% | 18.23%-5.0pp | 48.32%-35.1pp | 59.29%-46.1pp |
| Employer contribution / active EE | $6,578 | $3,796+73.3% | $5,918+11.1% | $2,234+194.5% |
| Participant deferral / active EE | $8,811 | $6,199+42.1% | $7,714+14.2% | $3,805+131.5% |
| Admin fee / account holder | $25 | $166-85.0% | $12,427-99.8% | $158-84.3% |