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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,139 |
THE ANGELL PENSION GROUP, INC.5+ years Service code 49 · EIN 04-2530412 | Other Services | $22,009 |
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 | $131,540 | $51,620+154.8% | $90,281+45.7% | $65,185+101.8% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.5pp | 70.2%+27.5pp |
| Annual return | 19.48% | 24.94%-5.5pp | 78.10%-58.6pp | 29.38%-9.9pp |
| Employer contribution / active EE | $12,148 | $2,235+443.6% | $2,854+325.6% | $2,177+458.1% |
| Participant deferral / active EE | $3,502 | $2,871+22.0% | $3,885-9.9% | $3,514-0.3% |
| Admin fee / account holder | $173 | $384-55.1% | $5,351-96.8% | $847-79.6% |