Filed September 4, 2013 (most recent of 2 filings on file)
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,089 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $29,014 |
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 | $91,409 | $60,165+51.9% | $74,183+23.2% | $55,167+65.7% |
| Participation rate | 90.8% | 74.2%+16.7pp | 76.6%+14.2pp | 69.0%+21.8pp |
| Annual return | 26.95% | 10.00%+17.0pp | 17.74%+9.2pp | 169.23%-142.3pp |
| Employer contribution / active EE | $1,933 | $1,600+20.9% | $2,370-18.4% | $1,963-1.5% |
| Participant deferral / active EE | $4,401 | $2,973+48.1% | $3,550+24.0% | $3,054+44.1% |
| Admin fee / account holder | $225 | $419-46.4% | $5,586-96.0% | $504-55.4% |