Filed September 20, 2013 (most recent of 2 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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $59,447 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM AUDIT ACCOUNTANTS Service code 10 · EIN 22-2027092 | Accounting | $22,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,601 | $34,934-6.7% | $56,411-42.2% | $74,495-56.2% |
| Participation rate | 98.8% | 32.8%+66.0pp | 52.5%+46.3pp | 67.2%+31.6pp |
| Annual return | -12.97% | 25.94%-38.9pp | 1701.33%-1714.3pp | 1364.94%-1377.9pp |
| Employer contribution / active EE | $3,962 | $609+550.6% | $1,039+281.5% | $2,623+51.1% |
| Participant deferral / active EE | $0 | $1,170-100.0% | $1,952-100.0% | $4,346-100.0% |
| Admin fee / account holder | $102 | $2,364-95.7% | $2,829-96.4% | $1,942-94.7% |