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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,198 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 49 · EIN 04-2530412 | Other Services | $24,518 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,933 | $56,317+249.7% | $71,209+176.6% | $74,304+165.0% |
| Participation rate | 97.4% | 55.1%+42.2pp | 73.8%+23.6pp | 60.3%+37.0pp |
| Annual return | 15.35% | 42.83%-27.5pp | 282.51%-267.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $19,231 | $2,160+790.3% | $2,721+606.8% | $2,241+758.1% |
| Participant deferral / active EE | $7,379 | $2,788+164.7% | $4,175+76.7% | $3,767+95.9% |
| Admin fee / account holder | $199 | $2,290-91.3% | $5,349-96.3% | $2,969-93.3% |