Filed January 5, 2009 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,270 |
WOODBURY FINANCIAL SERVICES2+ years Service code 49 · EIN 41-0944586 | Other Services | $51,059 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,989 | $36,916+0.2% | $156,549-76.4% | $57,658-35.8% |
| Participation rate | 96.5% | 63.4%+33.0pp | 84.0%+12.4pp | 70.2%+26.2pp |
| Annual return | 7.18% | 12.38%-5.2pp | 32.23%-25.0pp | 5.13%+2.0pp |
| Employer contribution / active EE | $1,724 | $1,571+9.8% | $5,501-68.7% | $1,974-12.6% |
| Participant deferral / active EE | $3,103 | $1,926+61.2% | $4,871-36.3% | $3,061+1.4% |
| Admin fee / account holder | $59 | $82-28.2% | $13,027-99.5% | $95-37.3% |