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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,229 |
Filed as: GREGORY J SCHWARTZ & COMPANY Service code 27 · EIN 38-2117812 | Advisory (Plan) | $33,252 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $7,480 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,999 | $104,697+31.8% | $96,544+42.9% | $80,160+72.2% |
| Participation rate | 99.6% | 86.4%+13.2pp | 76.0%+23.6pp | 72.9%+26.6pp |
| Annual return | 17.14% | 21.78%-4.6pp | 25.84%-8.7pp | 40.38%-23.2pp |
| Employer contribution / active EE | $4,852 | $3,536+37.2% | $2,965+63.6% | $2,978+62.9% |
| Participant deferral / active EE | $7,282 | $6,188+17.7% | $4,851+50.1% | $5,017+45.1% |
| Admin fee / account holder | $154 | $107+44.7% | $8,252-98.1% | $145+6.6% |