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 |
|---|---|---|
PROASSURANCE5 years Service code 49 · EIN 63-1285505 | Other Services | $99,704 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,186 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $277,315 | $111,491+148.7% | $189,513+46.3% | $86,799+219.5% |
| Participation rate | 79.7% | 87.3%-7.6pp | 87.8%-8.1pp | 72.3%+7.5pp |
| Annual return | 15.73% | 83.50%-67.8pp | 555.15%-539.4pp | 97.91%-82.2pp |
| Employer contribution / active EE | $4,168 | $3,951+5.5% | $6,162-32.4% | $2,405+73.3% |
| Participant deferral / active EE | $8,569 | $6,437+33.1% | $8,221+4.2% | $4,131+107.4% |
| Admin fee / account holder | $25 | $189-86.9% | $12,045-99.8% | $170-85.4% |