Filed March 10, 2009
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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,240 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT COVE CAPITAL MANAGEMENT Service code 27 · EIN 82-0579238 | Advisory (Plan) | $20,913 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,281 | $122,239-62.1% | $184,203-74.9% | $74,495-37.9% |
| Participation rate | 88.0% | 85.5%+2.5pp | 86.8%+1.2pp | 67.2%+20.8pp |
| Annual return | 18.52% | 19.95%-1.4pp | 28.81%-10.3pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $2,747 | $4,537-39.5% | $6,427-57.3% | $2,623+4.7% |
| Participant deferral / active EE | $5,620 | $7,139-21.3% | $9,131-38.5% | $4,346+29.3% |
| Admin fee / account holder | $220 | $1,260-82.5% | $13,901-98.4% | $1,942-88.7% |