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 | $67,356 |
THE KRAEMATON GROUP, INC4+ years Service code 27 · EIN 04-3220750 | Advisory (Plan) | $6,575 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,375 | $78,852+397.6% | $76,768+411.1% | $75,289+421.2% |
| Participation rate | 99.7% | 85.0%+14.8pp | 77.0%+22.8pp | 72.4%+27.3pp |
| Annual return | 13.53% | -1.29%+14.8pp | 2.43%+11.1pp | -0.04%+13.6pp |
| Employer contribution / active EE | $5,712 | $2,794+104.4% | $2,485+129.8% | $2,405+137.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $30 | $79-62.5% | $6,675-99.6% | $102-71.1% |