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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,212 |
SPECTRUM INVESTMENT ADVISORS3+ years Service code 27 · EIN 39-1828175 | Advisory (Plan) | $75,164 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,904 | $79,428+67.3% | $106,548+24.7% | $79,386+67.4% |
| Participation rate | 96.8% | 74.1%+22.7pp | 76.1%+20.7pp | 70.7%+26.1pp |
| Annual return | 17.61% | 18.27%-0.7pp | 26.80%-9.2pp | 116.85%-99.2pp |
| Employer contribution / active EE | $4,319 | $2,234+93.3% | $2,819+53.2% | $2,427+77.9% |
| Participant deferral / active EE | $6,485 | $3,823+69.6% | $4,398+47.4% | $4,046+60.3% |
| Admin fee / account holder | $607 | $523+16.0% | $7,407-91.8% | $626-3.1% |