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 NETWORK4+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $15,072 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,024 |
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 | $32,939 | $79,523-58.6% | $140,016-76.5% | $56,287-41.5% |
| Participation rate | 98.8% | 85.7%+13.1pp | 87.5%+11.3pp | 69.9%+29.0pp |
| Annual return | -4.87% | 2.39%-7.3pp | 651.12%-656.0pp | -9.96%+5.1pp |
| Employer contribution / active EE | $2,311 | $3,350-31.0% | $5,606-58.8% | $2,111+9.5% |
| Participant deferral / active EE | $4,037 | $5,129-21.3% | $6,927-41.7% | $3,350+20.5% |
| Admin fee / account holder | $31 | $614-95.0% | $10,705-99.7% | $521-94.1% |