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, LLC Service code 27 · EIN 82-4772597 | Advisory (Plan) | $114,725 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,838 | $69,823+48.7% | $77,163+34.6% | $74,419+39.5% |
| Participation rate | 86.8% | 70.0%+16.8pp | 69.6%+17.2pp | 70.7%+16.1pp |
| Annual return | 16.10% | 19.98%-3.9pp | 37.87%-21.8pp | 34.38%-18.3pp |
| Employer contribution / active EE | $3,789 | $2,150+76.2% | $2,535+49.5% | $2,637+43.7% |
| Participant deferral / active EE | $6,406 | $3,558+80.1% | $3,833+67.1% | $4,528+41.5% |
| Admin fee / account holder | $179 | $398-55.0% | $5,472-96.7% | $348-48.5% |