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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,313 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
BKD, LLP1 year Filed as: BKD CPA & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $10,400 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,655 | $81,474+13.7% | $133,956-30.8% | $73,488+26.1% |
| Participation rate | 98.6% | 76.4%+22.3pp | 79.8%+18.8pp | 70.7%+28.0pp |
| Annual return | 13.94% | 19.40%-5.5pp | 45.09%-31.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,492 | $2,209+58.1% | $3,919-10.9% | $2,270+53.8% |
| Participant deferral / active EE | $6,546 | $3,786+72.9% | $5,048+29.7% | $3,740+75.1% |
| Admin fee / account holder | $257 | $713-64.0% | $8,927-97.1% | $513-49.9% |