Filed December 18, 2008 (most recent of 2 filings on file)
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 |
|---|---|---|
ABBEY STREET LLC1 year Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $61,654 |
KESTRA INVESTMENT SERVICES LLC6+ years Service code 27 · EIN 74-2794194 | Advisory (Plan) | $23,469 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,982 |
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 | $96,642 | $61,473+57.2% | $81,930+18.0% | $73,409+31.6% |
| Participation rate | 89.1% | 72.4%+16.7pp | 72.0%+17.1pp | 72.2%+16.9pp |
| Annual return | 16.91% | 28.26%-11.3pp | 29.49%-12.6pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,379 | $1,898+78.1% | $4,310-21.6% | $2,234+51.3% |
| Participant deferral / active EE | $5,442 | $3,080+76.7% | $7,107-23.4% | $3,805+43.0% |
| Admin fee / account holder | $147 | $125+17.4% | $5,158-97.1% | $158-6.7% |