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 year Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $9,250 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,943 |
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 | $113,727 | $100,041+13.7% | $149,718-24.0% | $70,131+62.2% |
| Participation rate | 88.7% | 83.6%+5.1pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 16.30% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,645 | $3,662-27.8% | $5,445-51.4% | $2,342+12.9% |
| Participant deferral / active EE | $7,029 | $4,983+41.1% | $6,569+7.0% | $3,332+111.0% |
| Admin fee / account holder | $104 | $8,286-98.7% | $11,283-99.1% | $4,645-97.8% |