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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,079 |
WOODBURY FINANCIAL SERVICES3+ years Service code 49 · EIN 41-0944586 | Other Services | $62,527 |
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 | $41,419 | $46,173-10.3% | $170,442-75.7% | $69,631-40.5% |
| Participation rate | 90.3% | 63.9%+26.4pp | 83.6%+6.7pp | 70.7%+19.7pp |
| Annual return | 15.87% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,571 | $1,610-2.4% | $5,433-71.1% | $2,032-22.7% |
| Participant deferral / active EE | $3,431 | $2,080+64.9% | $4,939-30.5% | $3,224+6.4% |
| Admin fee / account holder | $66 | $116-43.3% | $13,880-99.5% | $110-40.5% |