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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $211,403 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,946 |
Service code 49 · EIN 74-2794194 | Other Services | $42,110 |
Service code 49 · EIN 95-1648219 | Other Services | $18,320 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $15,300 |
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 | $69,427 | $52,149+33.1% | $122,332-43.2% | $77,958-10.9% |
| Participation rate | 51.5% | 58.6%-7.1pp | 71.6%-20.1pp | 71.6%-20.2pp |
| Annual return | 15.74% | 17.75%-2.0pp | 30.27%-14.5pp | 20.87%-5.1pp |
| Employer contribution / active EE | $540 | $1,750-69.1% | $4,050-86.7% | $2,310-76.6% |
| Participant deferral / active EE | $2,664 | $2,114+26.0% | $3,287-19.0% | $3,537-24.7% |
| Admin fee / account holder | $134 | $93+43.9% | $5,478-97.6% | $97+37.7% |