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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,110 |
EQUITY SERVICES INC3 years Service code 49 · EIN 03-0221141 | Other Services | $0 |
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 | $52,886 | $51,620+2.5% | $90,281-41.4% | $65,185-18.9% |
| Participation rate | 86.2% | 68.6%+17.6pp | 73.3%+13.0pp | 70.2%+16.0pp |
| Annual return | 18.18% | 24.94%-6.8pp | 78.10%-59.9pp | 29.38%-11.2pp |
| Employer contribution / active EE | $1,065 | $2,235-52.3% | $2,854-62.7% | $2,177-51.1% |
| Participant deferral / active EE | $2,756 | $2,871-4.0% | $3,885-29.1% | $3,514-21.6% |
| Admin fee / account holder | $30 | $384-92.1% | $5,351-99.4% | $847-96.4% |