Filed March 16, 2005
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 |
|---|---|---|
DEAN ACTUARIES, LLC1 year Filed as: DEAN ACTUARIES LLC Service code 11 · EIN 75-2548006 | Actuarial | $31,446 |
INNOVEST PORTFOLIO SOLUTIONS LLC3+ years Filed as: INNOVEST PORTFOLIO SOLUT Service code 27 · EIN 84-1612955 | Advisory (Plan) | $19,176 |
CAUSEY DEMGEN & MOORE PC1 year Filed as: CAUSEY DEMGEN & MOORE P. Service code 10 · EIN 84-1158905 | Accounting | $13,500 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,594 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $0 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | 6.09% | -2.68%+8.8pp | 12.68%-6.6pp | -0.69%+6.8pp |
| Employer contribution / active EE | $5,952 | $18,045-67.0% | $22,860-74.0% | $16,786-64.5% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |