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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,904 |
BRIGGS & VESELKA CO.1 year Filed as: BRIGGS & VESELKA Service code 10 · EIN 74-1769118 | Accounting | $5,750 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $5,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,262 | $79,523+27.3% | $140,016-27.7% | $56,287+79.9% |
| Participation rate | 88.5% | 85.7%+2.8pp | 87.5%+1.0pp | 69.9%+18.6pp |
| Annual return | -6.42% | 2.39%-8.8pp | 651.12%-657.5pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,758 | $3,350-17.7% | $5,606-50.8% | $2,111+30.6% |
| Participant deferral / active EE | $7,389 | $5,129+44.1% | $6,927+6.7% | $3,350+120.6% |
| Admin fee / account holder | $303 | $614-50.7% | $10,705-97.2% | $521-41.9% |