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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $230,550 |
401(K) ADVISORS INC4 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 | $80,774 | $53,911+49.8% | $130,648-38.2% | $77,787+3.8% |
| Participation rate | 46.1% | 60.2%-14.1pp | 71.7%-25.6pp | 73.2%-27.1pp |
| Annual return | 20.19% | 21.93%-1.7pp | 1708.96%-1688.8pp | 32.57%-12.4pp |
| Employer contribution / active EE | $506 | $1,826-72.3% | $4,092-87.6% | $2,504-79.8% |
| Participant deferral / active EE | $2,524 | $2,288+10.3% | $3,603-30.0% | $3,967-36.4% |
| Admin fee / account holder | $140 | $129+8.7% | $5,464-97.4% | $100+39.7% |