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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,747 |
THE ANGELL PENSION GROUP, INC.4+ years Service code 49 · EIN 04-2530412 | Other Services | $20,374 |
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 | $109,672 | $44,873+144.4% | $79,464+38.0% | $56,287+94.8% |
| Participation rate | 99.2% | 68.7%+30.5pp | 73.3%+25.9pp | 69.9%+29.4pp |
| Annual return | -4.43% | 0.81%-5.2pp | 718.14%-722.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $11,593 | $2,140+441.7% | $2,800+314.0% | $2,111+449.1% |
| Participant deferral / active EE | $3,569 | $2,746+30.0% | $3,704-3.6% | $3,350+6.6% |
| Admin fee / account holder | $174 | $418-58.5% | $5,113-96.6% | $521-66.7% |