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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $231,795 |
401(K) ADVISORS INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $75,000 |
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 | $67,422 | $407,990-83.5% | $121,196-44.4% | $75,289-10.4% |
| Participation rate | 48.9% | 59.5%-10.6pp | 71.7%-22.8pp | 72.4%-23.5pp |
| Annual return | -4.48% | 2.93%-7.4pp | 16.93%-21.4pp | -0.04%-4.4pp |
| Employer contribution / active EE | $521 | $1,846-71.8% | $4,022-87.0% | $2,405-78.3% |
| Participant deferral / active EE | $2,623 | $2,201+19.2% | $3,344-21.6% | $3,739-29.8% |
| Admin fee / account holder | $144 | $455-68.3% | $5,019-97.1% | $102+41.0% |