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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,242 |
EQUITY SERVICES INC3 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,414 | $58,264+19.1% | $86,612-19.9% | $71,457-2.9% |
| Participation rate | 81.7% | 65.0%+16.8pp | 71.7%+10.0pp | 67.9%+13.8pp |
| Annual return | 19.28% | 21.63%-2.3pp | 591.07%-571.8pp | 28.85%-9.6pp |
| Employer contribution / active EE | $1,409 | $2,574-45.3% | $3,022-53.4% | $2,588-45.6% |
| Participant deferral / active EE | $4,188 | $3,436+21.9% | $4,438-5.6% | $4,289-2.4% |
| Admin fee / account holder | $39 | $1,057-96.3% | $5,614-99.3% | $1,587-97.6% |