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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,364 |
RPA FINANCIAL LLC4 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $37,207 |
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 | $354,414 | $89,436+296.3% | $164,813+115.0% | $77,643+356.5% |
| Participation rate | 95.2% | 78.6%+16.6pp | 78.6%+16.6pp | 70.6%+24.6pp |
| Annual return | 14.83% | 28.83%-14.0pp | 69.93%-55.1pp | 31.24%-16.4pp |
| Employer contribution / active EE | $4,253 | $2,569+65.6% | $4,341-2.0% | $2,726+56.0% |
| Participant deferral / active EE | $5,845 | $4,897+19.4% | $6,031-3.1% | $4,647+25.8% |
| Admin fee / account holder | $258 | $339-24.1% | $12,690-98.0% | $430-40.1% |