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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,127 |
EQUITY SERVICES INC2 years Service code 49 · EIN 03-0221141 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,011 | $44,873+9.2% | $79,464-38.3% | $56,287-12.9% |
| Participation rate | 82.7% | 68.7%+14.0pp | 73.3%+9.4pp | 69.9%+12.9pp |
| Annual return | -4.59% | 0.81%-5.4pp | 718.14%-722.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,112 | $2,140-48.0% | $2,800-60.3% | $2,111-47.3% |
| Participant deferral / active EE | $2,756 | $2,746+0.4% | $3,704-25.6% | $3,350-17.7% |
| Admin fee / account holder | $32 | $418-92.4% | $5,113-99.4% | $521-93.9% |