Filed August 24, 2010
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 |
|---|---|---|
BRIGGS & VESELKA CO.1+ years Filed as: BRIGGS & VASELKA CO Service code 10 · EIN 74-1769118 | Accounting | $9,504 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,123 |
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 | $96,566 | $87,841+9.9% | $133,980-27.9% | $62,891+53.5% |
| Participation rate | 93.7% | 83.4%+10.3pp | 87.1%+6.6pp | 69.3%+24.4pp |
| Annual return | 7.25% | 12.05%-4.8pp | 29.30%-22.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,634 | $3,483-24.4% | $5,211-49.5% | $2,281+15.5% |
| Participant deferral / active EE | $6,841 | $4,812+42.2% | $6,282+8.9% | $3,203+113.6% |
| Admin fee / account holder | $104 | $5,371-98.1% | $9,324-98.9% | $4,296-97.6% |