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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,865 |
Filed as: PROCOURSE FIDUCIARY ADV Service code 27 · EIN 45-5291215 | Advisory (Plan) | $23,487 |
BKD, LLP1 year Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $12,924 |
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 | $62,148 | $71,666-13.3% | $117,854-47.3% | $69,631-10.7% |
| Participation rate | 98.1% | 77.5%+20.6pp | 79.7%+18.5pp | 70.7%+27.5pp |
| Annual return | 17.22% | 18.86%-1.6pp | 335.08%-317.9pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $2,678 | $1,889+41.8% | $3,786-29.3% | $2,032+31.8% |
| Participant deferral / active EE | $3,941 | $3,340+18.0% | $4,482-12.1% | $3,224+22.3% |
| Admin fee / account holder | $155 | $120+29.0% | $8,020-98.1% | $110+40.5% |