Filed August 1, 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 6-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,441 |
TRUTINA FINANCIAL2 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $35,371 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,664 | $102,553-31.1% | $151,611-53.4% | $66,914+5.6% |
| Participation rate | 96.2% | 85.5%+10.6pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | -10.81% | -10.82%0pp | 3.33%-14.1pp | 1.58%-12.4pp |
| Employer contribution / active EE | $3,530 | $4,180-15.6% | $6,166-42.8% | $2,544+38.7% |
| Participant deferral / active EE | $6,758 | $6,641+1.8% | $8,363-19.2% | $4,237+59.5% |
| Admin fee / account holder | $341 | $630-45.8% | $11,616-97.1% | $593-42.4% |