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 NETWORK5+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $18,220 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,414 |
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 | $42,817 | $98,982-56.7% | $162,163-73.6% | $65,185-34.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 25.43% | 24.84%+0.6pp | 115.59%-90.2pp | 29.38%-4.0pp |
| Employer contribution / active EE | $2,971 | $3,467-14.3% | $5,614-47.1% | $2,177+36.5% |
| Participant deferral / active EE | $4,562 | $5,384-15.3% | $7,298-37.5% | $3,514+29.8% |
| Admin fee / account holder | $22 | $596-96.3% | $10,843-99.8% | $847-97.4% |