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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,746 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 33 · EIN 04-2675571 | Securities brokerage; Other fees | $30,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,507 | $121,341-52.6% | $189,513-69.7% | $79,386-27.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 18.45% | 21.08%-2.6pp | 555.15%-536.7pp | 116.85%-98.4pp |
| Employer contribution / active EE | $3,920 | $3,915+0.1% | $6,162-36.4% | $2,427+61.5% |
| Participant deferral / active EE | $5,247 | $6,395-18.0% | $8,221-36.2% | $4,046+29.7% |
| Admin fee / account holder | $22 | $651-96.6% | $12,045-99.8% | $626-96.5% |