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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,777 |
THE ANGELL PENSION GROUP, INC.6+ years Service code 49 · EIN 04-2530412 | Other Services | $23,526 |
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 | $151,659 | $66,124+129.4% | $90,404+67.8% | $73,488+106.4% |
| Participation rate | 97.6% | 69.7%+28.0pp | 72.7%+25.0pp | 70.7%+27.0pp |
| Annual return | 13.95% | 17.65%-3.7pp | 1293.02%-1279.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $13,687 | $2,346+483.3% | $3,262+319.6% | $2,270+502.9% |
| Participant deferral / active EE | $3,746 | $3,039+23.3% | $3,963-5.5% | $3,740+0.2% |
| Admin fee / account holder | $167 | $396-57.9% | $5,611-97.0% | $513-67.5% |