Filed June 5, 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 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,703 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 11 | Actuarial | $8,753 |
ALPHAPOINT, INC.1+ years Filed as: ALPHAPOINT INC Service code 27 · EIN 14-1884337 | Advisory (Plan) | $5,000 |
ACTUARIAL BENEFITS CORP1+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 11 · EIN 20-1054428 | Actuarial | $0 |
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 | $33,201 | $38,925-14.7% | $73,843-55.0% | $55,191-39.8% |
| Participation rate | 71.2% | 66.0%+5.1pp | 73.4%-2.3pp | 69.2%+2.0pp |
| Annual return | -0.49% | 6.31%-6.8pp | 2267.84%-2268.3pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,496 | $1,695-11.7% | $2,787-46.3% | $1,899-21.2% |
| Participant deferral / active EE | $2,063 | $2,351-12.3% | $3,583-42.4% | $3,046-32.3% |
| Admin fee / account holder | $63 | $83-23.8% | $4,880-98.7% | $91-30.4% |