Filed June 27, 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 |
|---|---|---|
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $11,173 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,935 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $36,118 | $89,739-59.8% | $149,718-75.9% | $62,292-42.0% |
| Participation rate | 95.1% | 85.1%+10.0pp | 87.1%+8.1pp | 69.5%+25.6pp |
| Annual return | 20.86% | 21.01%-0.2pp | 1501.63%-1480.8pp | 28.90%-8.0pp |
| Employer contribution / active EE | $1,651 | $3,233-48.9% | $5,445-69.7% | $2,042-19.1% |
| Participant deferral / active EE | $3,816 | $4,797-20.4% | $6,569-41.9% | $3,169+20.4% |
| Admin fee / account holder | $43 | $551-92.2% | $11,283-99.6% | $479-91.1% |