Filed July 20, 2010 (most recent of 5 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 | $186,647 |
RPA FINANCIAL LLC2 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $44,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,977 | $130,141-7.0% | $86,677+39.6% | $77,904+55.3% |
| Participation rate | 99.7% | 85.9%+13.8pp | 76.6%+23.1pp | 73.7%+26.0pp |
| Annual return | -15.04% | -12.75%-2.3pp | 35.91%-51.0pp | 12.21%-27.2pp |
| Employer contribution / active EE | $3,850 | $3,220+19.6% | $2,836+35.7% | $2,848+35.2% |
| Participant deferral / active EE | $7,236 | $5,757+25.7% | $4,656+55.4% | $4,806+50.6% |
| Admin fee / account holder | $155 | $132+17.6% | $7,493-97.9% | $133+16.9% |