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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,955 |
EQUITY SERVICES INC4 years Service code 49 · EIN 03-0221141 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,611 | $66,124-12.9% | $90,404-36.3% | $73,488-21.6% |
| Participation rate | 86.0% | 69.7%+16.3pp | 72.7%+13.3pp | 70.7%+15.3pp |
| Annual return | 12.69% | 17.65%-5.0pp | 1293.02%-1280.3pp | 28.51%-15.8pp |
| Employer contribution / active EE | $296 | $2,346-87.4% | $3,262-90.9% | $2,270-87.0% |
| Participant deferral / active EE | $2,306 | $3,039-24.1% | $3,963-41.8% | $3,740-38.3% |
| Admin fee / account holder | $21 | $396-94.6% | $5,611-99.6% | $513-95.9% |