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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,529 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $9,464 |
BRIGGS & VESELKA CO.4 years Filed as: BRIGGS & VESELKA CO Service code 10 · EIN 74-1769118 | Accounting | $8,008 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,810 | $136,307-4.0% | $177,821-26.4% | $73,488+78.0% |
| Participation rate | 87.7% | 86.1%+1.6pp | 87.7%0pp | 70.7%+17.0pp |
| Annual return | 14.89% | 18.68%-3.8pp | 48.32%-33.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $3,168 | $3,712-14.6% | $5,918-46.5% | $2,270+39.6% |
| Participant deferral / active EE | $8,139 | $5,829+39.6% | $7,714+5.5% | $3,740+117.7% |
| Admin fee / account holder | $393 | $596-34.1% | $12,427-96.8% | $513-23.5% |