Filed May 29, 2008
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,542 |
WILLIAM BLAIR1+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $21,241 |
CAPFINANCIAL PARTNERS LLC1+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,038 |
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 | $12,655 | $55,657-77.3% | $63,412-80.0% | $55,191-77.1% |
| Participation rate | 81.5% | 63.4%+18.1pp | 67.1%+14.4pp | 69.2%+12.4pp |
| Annual return | -1.33% | -0.22%-1.1pp | 4.04%-5.4pp | 10.78%-12.1pp |
| Employer contribution / active EE | $457 | $1,026-55.5% | $1,814-74.8% | $1,899-75.9% |
| Participant deferral / active EE | $1,224 | $1,817-32.6% | $2,496-50.9% | $3,046-59.8% |
| Admin fee / account holder | $141 | $272-48.2% | $3,753-96.2% | $91+55.1% |