Filed July 31, 2007
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 |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 2790 SKYPARK DR. SUITE 300 · TORRANCE, CA 90505 | Other Services | $13,598 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,225 |
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 | $67,319 | $41,281+63.1% | $109,313-38.4% | $57,658+16.8% |
| Participation rate | 41.2% | 59.3%-18.1pp | 71.3%-30.0pp | 70.2%-29.0pp |
| Annual return | 7.54% | 8.97%-1.4pp | 22.07%-14.5pp | 5.13%+2.4pp |
| Employer contribution / active EE | $1,136 | $1,201-5.4% | $3,892-70.8% | $1,974-42.4% |
| Participant deferral / active EE | $1,488 | $2,223-33.1% | $3,166-53.0% | $3,061-51.4% |
| Admin fee / account holder | $12 | $75-84.1% | $5,666-99.8% | $95-87.3% |