Filed December 18, 2008
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 |
|---|---|---|
Service code 27 · EIN 86-1563626 | Advisory (Plan) | $71,149 |
Filed as: FOUNDERS FINANCIAL SEC LLC Service code 27 · EIN 20-2052994 | Advisory (Plan) | $71,141 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,581 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $16,200 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $16,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,878 | $84,936+29.4% | $111,297-1.3% | $79,386+38.4% |
| Participation rate | 79.7% | 75.9%+3.9pp | 77.3%+2.4pp | 70.7%+9.0pp |
| Annual return | 14.10% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,432 | $1,979-27.6% | $2,731-47.6% | $2,427-41.0% |
| Participant deferral / active EE | $4,015 | $3,888+3.3% | $4,487-10.5% | $4,046-0.8% |
| Admin fee / account holder | $756 | $537+40.7% | $7,964-90.5% | $626+20.7% |