Filed January 14, 2014
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 |
|---|---|---|
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $21,989 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,143 |
SACKRIDER & COMPANY, INC.1+ years Filed as: SACKRIDER & COMPANY, INC Service code 10 · EIN 35-1327464 | Accounting | $9,997 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,725 | $57,096+1.1% | $94,224-38.7% | $55,191+4.6% |
| Participation rate | 97.4% | 75.7%+21.8pp | 78.8%+18.6pp | 69.2%+28.3pp |
| Annual return | -1.09% | 159.65%-160.7pp | 10.68%-11.8pp | 10.78%-11.9pp |
| Employer contribution / active EE | $2,579 | $1,708+51.0% | $3,587-28.1% | $1,899+35.8% |
| Participant deferral / active EE | $3,813 | $3,165+20.5% | $4,320-11.7% | $3,046+25.2% |
| Admin fee / account holder | $80 | $89-9.9% | $6,269-98.7% | $91-11.5% |