Filed July 9, 2019 (most recent of 2 filings on file)
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,379 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $30,184 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,462 | $71,142+267.5% | $119,609+118.6% | $64,808+303.4% |
| Participation rate | 97.6% | 78.6%+19.0pp | 79.3%+18.3pp | 71.5%+26.1pp |
| Annual return | 33.06% | -10.01%+43.1pp | -14.97%+48.0pp | 32.82%+0.2pp |
| Employer contribution / active EE | $3,784 | $2,497+51.5% | $4,232-10.6% | $2,506+51.0% |
| Participant deferral / active EE | $5,108 | $4,490+13.8% | $5,602-8.8% | $4,310+18.5% |
| Admin fee / account holder | $223 | $162+37.7% | $10,323-97.8% | $188+18.9% |