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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,447 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $21,988 |
BKD, LLP1 year Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $12,288 |
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 | $57,963 | $107,378-46.0% | $108,579-46.6% | $57,658+0.5% |
| Participation rate | 97.8% | 77.1%+20.7pp | 79.6%+18.2pp | 70.2%+27.5pp |
| Annual return | 9.22% | 12.80%-3.6pp | -51.70%+60.9pp | 5.13%+4.1pp |
| Employer contribution / active EE | $2,641 | $1,782+48.2% | $3,758-29.7% | $1,974+33.8% |
| Participant deferral / active EE | $3,737 | $3,221+16.0% | $4,311-13.3% | $3,061+22.1% |
| Admin fee / account holder | $153 | $108+41.1% | $7,645-98.0% | $95+61.9% |