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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,135 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,730 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $13,305 |
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 | $57,025 | $62,267-8.4% | $110,238-48.3% | $55,725+2.3% |
| Participation rate | 98.7% | 78.1%+20.5pp | 79.8%+18.9pp | 70.9%+27.8pp |
| Annual return | -7.54% | -1.07%-6.5pp | 314.74%-322.3pp | 244.93%-252.5pp |
| Employer contribution / active EE | $2,894 | $1,941+49.1% | $3,826-24.4% | $2,078+39.3% |
| Participant deferral / active EE | $4,367 | $3,516+24.2% | $4,672-6.5% | $3,356+30.1% |
| Admin fee / account holder | $136 | $121+12.1% | $8,547-98.4% | $115+17.7% |