Filed August 27, 2013
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,324 |
EQUITY SERVICES INC1 year Service code 49 · EIN 03-0221141 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,144 | $50,637+24.7% | $86,590-27.1% | $62,292+1.4% |
| Participation rate | 62.8% | 67.9%-5.1pp | 73.5%-10.8pp | 69.5%-6.8pp |
| Annual return | 12.34% | 20.80%-8.5pp | 964.84%-952.5pp | 28.90%-16.6pp |
| Employer contribution / active EE | $831 | $2,075-59.9% | $2,839-70.7% | $2,042-59.3% |
| Participant deferral / active EE | $2,519 | $2,611-3.5% | $3,609-30.2% | $3,169-20.5% |
| Admin fee / account holder | $40 | $413-90.4% | $4,906-99.2% | $479-91.7% |