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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,699 |
THE ANGELL PENSION GROUP, INC.10+ years Service code 49 · EIN 04-2530412 | Other Services | $24,623 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,253 | $60,323+190.5% | $81,812+114.2% | $74,495+135.3% |
| Participation rate | 99.1% | 62.9%+36.3pp | 72.3%+26.8pp | 67.2%+31.9pp |
| Annual return | 12.91% | 16.90%-4.0pp | 773.79%-760.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $18,115 | $2,620+591.3% | $2,912+522.0% | $2,623+590.6% |
| Participant deferral / active EE | $6,138 | $3,387+81.2% | $4,319+42.1% | $4,346+41.2% |
| Admin fee / account holder | $212 | $1,486-85.7% | $7,386-97.1% | $1,942-89.1% |