Filed May 28, 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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $22,251 |
401(K) ADVISORS INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,049 |
Service code 49 · EIN 95-1648219 | Other Services | $14,813 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,699 | $43,453+39.7% | $109,313-44.5% | $63,975-5.1% |
| Participation rate | 47.4% | 59.3%-11.8pp | 71.3%-23.9pp | 71.1%-23.7pp |
| Annual return | 206.17% | 9.85%+196.3pp | 22.07%+184.1pp | 48.65%+157.5pp |
| Employer contribution / active EE | $201 | $1,799-88.8% | $3,892-94.8% | $2,182-90.8% |
| Participant deferral / active EE | $834 | $2,093-60.2% | $3,166-73.7% | $3,356-75.2% |
| Admin fee / account holder | $9 | $79-88.8% | $5,666-99.8% | $70-87.4% |