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 36-3325488 | Other Services | $22,352 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,159 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $59,896 | $72,770-17.7% | $67,652-11.5% | $55,191+8.5% |
| Participation rate | 80.1% | 78.8%+1.3pp | 75.7%+4.5pp | 69.2%+11.0pp |
| Annual return | 0.38% | -3.26%+3.6pp | 6625.04%-6624.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $1,279 | $1,769-27.7% | $2,266-43.5% | $1,899-32.6% |
| Participant deferral / active EE | $3,781 | $3,408+11.0% | $3,560+6.2% | $3,046+24.1% |
| Admin fee / account holder | $21 | $79-73.2% | $4,821-99.6% | $91-76.8% |