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 NETWORK2+ years Service code 33 · EIN 04-2675571 | Other fees; Securities brokerage | $26,110 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,122 |
Service code 13 · EIN 04-3222046 | Contract Administrator | $6,777 |
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 | $106,148 | $87,841+20.8% | $133,980-20.8% | $62,891+68.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 7.67% | 12.05%-4.4pp | 29.30%-21.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,291 | $4,812+72.3% | $6,282+32.0% | $3,203+158.8% |
| Admin fee / account holder | $135 | $5,371-97.5% | $9,324-98.5% | $4,296-96.9% |