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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $434,479 |
THE ANGELL PENSION GROUP, INC.8+ years Service code 49 · EIN 04-2530412 | Other Services | $24,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,264 | $51,197+170.1% | $82,719+67.1% | $66,914+106.6% |
| Participation rate | 97.8% | 67.8%+29.9pp | 72.6%+25.2pp | 69.8%+28.0pp |
| Annual return | -14.30% | -9.64%-4.7pp | 701.18%-715.5pp | 1.58%-15.9pp |
| Employer contribution / active EE | $13,631 | $2,611+422.1% | $3,009+353.0% | $2,544+435.7% |
| Participant deferral / active EE | $5,014 | $3,458+45.0% | $4,395+14.1% | $4,237+18.3% |
| Admin fee / account holder | $140 | $416-66.3% | $5,329-97.4% | $593-76.4% |