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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,489 |
Filed as: COMMONWEALTH FINANCIAL Service code 13 · EIN 04-2675571 | Contract Administrator | $12,280 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $518,844 | $176,491+194.0% | $95,952+440.7% | $90,288+474.7% |
| Participation rate | 99.7% | 86.6%+13.2pp | 77.1%+22.7pp | 73.4%+26.4pp |
| Annual return | 12.32% | 20.14%-7.8pp | 91.61%-79.3pp | 53.97%-41.6pp |
| Employer contribution / active EE | $3,692 | $2,789+32.4% | $2,541+45.3% | $2,524+46.3% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $56 | $154-63.4% | $6,795-99.2% | $114-50.6% |