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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,887 |
TRUTINA FINANCIAL3 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $33,416 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S. Service code 10 · EIN 91-1194016 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,111 | $130,194-40.0% | $169,993-54.1% | $71,457+9.3% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.0%+8.3pp | 67.9%+27.4pp |
| Annual return | 13.92% | 20.37%-6.4pp | 53.37%-39.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,228 | $4,381-26.3% | $6,785-52.4% | $2,588+24.7% |
| Participant deferral / active EE | $6,459 | $6,923-6.7% | $10,408-37.9% | $4,289+50.6% |
| Admin fee / account holder | $291 | $966-69.9% | $12,815-97.7% | $1,587-81.7% |