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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,136 |
EQUITY SERVICES INC4 years Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,721 | $60,323+32.2% | $81,812-2.6% | $74,495+7.0% |
| Participation rate | 90.1% | 62.9%+27.2pp | 72.3%+17.7pp | 67.2%+22.9pp |
| Annual return | 10.49% | 16.90%-6.4pp | 773.79%-763.3pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $1,667 | $2,620-36.4% | $2,912-42.8% | $2,623-36.4% |
| Participant deferral / active EE | $4,624 | $3,387+36.5% | $4,319+7.1% | $4,346+6.4% |
| Admin fee / account holder | $39 | $1,486-97.4% | $7,386-99.5% | $1,942-98.0% |