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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,588 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 49 · EIN 04-2530412 | Other Services | $24,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,724 | $63,745+174.1% | $98,442+77.5% | $79,386+120.1% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 13.33% | 625.80%-612.5pp | 1492.73%-1479.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $13,246 | $2,557+418.0% | $2,960+347.5% | $2,427+445.7% |
| Participant deferral / active EE | $4,357 | $3,303+31.9% | $4,276+1.9% | $4,046+7.7% |
| Admin fee / account holder | $186 | $516-64.0% | $5,949-96.9% | $626-70.4% |