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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,109 |
SPECTRUM INVESTMENT ADVISORS2+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $66,669 |
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 | $121,406 | $70,908+71.2% | $98,907+22.7% | $73,488+65.2% |
| Participation rate | 92.2% | 73.8%+18.5pp | 76.0%+16.2pp | 70.7%+21.6pp |
| Annual return | 11.75% | 34.17%-22.4pp | 196.43%-184.7pp | 28.51%-16.8pp |
| Employer contribution / active EE | $4,254 | $2,036+108.9% | $2,689+58.2% | $2,270+87.4% |
| Participant deferral / active EE | $6,251 | $3,500+78.6% | $4,244+47.3% | $3,740+67.2% |
| Admin fee / account holder | $535 | $535-0.1% | $6,642-92.0% | $513+4.2% |