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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,611 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $30,750 |
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 | $323,873 | $91,372+254.5% | $129,995+149.1% | $74,419+335.2% |
| Participation rate | 99.2% | 77.8%+21.5pp | 78.5%+20.8pp | 70.7%+28.5pp |
| Annual return | 20.78% | 23.21%-2.4pp | -137.18%+158.0pp | 34.38%-13.6pp |
| Employer contribution / active EE | $4,063 | $2,563+58.5% | $4,320-5.9% | $2,637+54.1% |
| Participant deferral / active EE | $5,681 | $4,721+20.3% | $5,820-2.4% | $4,528+25.5% |
| Admin fee / account holder | $243 | $283-14.2% | $10,614-97.7% | $348-30.1% |