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 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 |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 49 · EIN 20-1054428 | Other Services | $8,827 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,282 |
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 | $99,604 | $75,183+32.5% | $123,892-19.6% | $55,167+80.6% |
| Participation rate | 71.4% | 72.8%-1.4pp | 81.4%-10.0pp | 69.0%+2.4pp |
| Annual return | 7.15% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $8,437 | $2,823+198.8% | $4,617+82.7% | $1,963+329.9% |
| Participant deferral / active EE | $6,211 | $5,084+22.2% | $5,984+3.8% | $3,054+103.4% |
| Admin fee / account holder | $4 | $663-99.3% | $8,357-99.9% | $504-99.1% |