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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,333 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 | Advisory (Participants) | $11,805 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $551,767 | $144,996+280.5% | $111,297+395.8% | $93,030+493.1% |
| Participation rate | 99.9% | 86.2%+13.7pp | 77.3%+22.5pp | 73.9%+26.0pp |
| Annual return | 28.93% | 18.26%+10.7pp | 54.65%-25.7pp | 158.70%-129.8pp |
| Employer contribution / active EE | $3,143 | $3,056+2.8% | $2,731+15.1% | $2,706+16.2% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $68 | $103-34.1% | $7,964-99.1% | $152-55.0% |