Filed October 14, 2014 (most recent of 3 filings on file)
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,021 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 49 · EIN 04-2530412 | Other Services | $17,033 |
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 | $119,848 | $50,637+136.7% | $86,590+38.4% | $62,292+92.4% |
| Participation rate | 95.5% | 67.9%+27.6pp | 73.5%+21.9pp | 69.5%+26.0pp |
| Annual return | 15.42% | 20.80%-5.4pp | 964.84%-949.4pp | 28.90%-13.5pp |
| Employer contribution / active EE | $10,873 | $2,075+423.9% | $2,839+282.9% | $2,042+432.4% |
| Participant deferral / active EE | $3,382 | $2,611+29.5% | $3,609-6.3% | $3,169+6.7% |
| Admin fee / account holder | $175 | $413-57.7% | $4,906-96.4% | $479-63.6% |