Filed July 18, 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 6-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,055 |
SPECTRUM INVESTMENT ADVISORS1+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $58,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,043 | $66,310+157.9% | $93,606+82.7% | $65,185+162.4% |
| Participation rate | 84.1% | 74.0%+10.2pp | 75.8%+8.3pp | 70.2%+13.9pp |
| Annual return | 37.99% | 42.58%-4.6pp | 32.76%+5.2pp | 29.38%+8.6pp |
| Employer contribution / active EE | $4,755 | $2,012+136.3% | $2,718+74.9% | $2,177+118.5% |
| Participant deferral / active EE | $7,063 | $3,342+111.4% | $4,069+73.6% | $3,514+101.0% |
| Admin fee / account holder | $675 | $6,897-90.2% | $7,888-91.4% | $847-20.4% |