Filed January 17, 2014
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 | $199,638 |
THE KRAEMATON GROUP, INC1 year Filed as: THE KRAEMATON GROUP COM Service code 27 · EIN 04-3220750 | Advisory (Plan) | $46,318 |
Filed as: COMMONWEALTH FINANCIAL Service code 27 · EIN 04-2675571 | Advisory (Plan) | $15,612 |
WILSHIRE ASSOCIATES INCORPORATED4+ 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 | $98,100 | $78,852+24.4% | $76,768+27.8% | $75,289+30.3% |
| Participation rate | 96.0% | 85.0%+11.0pp | 77.0%+19.0pp | 72.4%+23.6pp |
| Annual return | -4.56% | -1.29%-3.3pp | 2.43%-7.0pp | -0.04%-4.5pp |
| Employer contribution / active EE | $1,148 | $2,794-58.9% | $2,485-53.8% | $2,405-52.3% |
| Participant deferral / active EE | $7,239 | $4,800+50.8% | $3,852+88.0% | $3,739+93.6% |
| Admin fee / account holder | $194 | $79+145.3% | $6,675-97.1% | $102+89.4% |