Filed August 28, 2015
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,089 |
AMERICAN FUNDS6+ years Filed as: CAPITAL ADVISORY GROUP ADVISORY SVC Service code 27 · EIN 45-2156557 | Advisory (Plan) | $21,202 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $65,697 | $84,936-22.7% | $111,297-41.0% | $79,386-17.2% |
| Participation rate | 99.1% | 75.9%+23.3pp | 77.3%+21.8pp | 70.7%+28.4pp |
| Annual return | 12.46% | 17.45%-5.0pp | 54.65%-42.2pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,306 | $1,979+16.5% | $2,731-15.6% | $2,427-5.0% |
| Participant deferral / active EE | $3,262 | $3,888-16.1% | $4,487-27.3% | $4,046-19.4% |
| Admin fee / account holder | $382 | $537-29.0% | $7,964-95.2% | $626-39.1% |