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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,893 |
Filed as: COMMONWEALTH FINANCIAL Service code 13 · EIN 04-2675571 | Contract Administrator | $10,561 |
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 | $478,897 | $105,247+355.0% | $87,100+449.8% | $77,787+515.7% |
| Participation rate | 99.8% | 85.8%+14.0pp | 76.9%+23.0pp | 73.2%+26.6pp |
| Annual return | 27.43% | 24.52%+2.9pp | 28.19%-0.8pp | 32.57%-5.1pp |
| Employer contribution / active EE | $4,179 | $2,895+44.4% | $2,521+65.7% | $2,504+66.8% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $41 | $104-60.8% | $7,497-99.5% | $100-59.1% |