Filed June 25, 2015
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,551 |
Service code 27 · EIN 20-8172864 | Advisory (Plan) | $23,064 |
GOLDLEAF PARTNERS1 year Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $10,841 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 PO BOX 806 · BRAINERD, MN 56401 | Contract Administrator | $65 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,258 | $60,545-18.6% | $92,233-46.6% | $69,631-29.3% |
| Participation rate | 33.6% | 72.2%-38.6pp | 76.5%-42.9pp | 70.7%-37.1pp |
| Annual return | 15.20% | 19.71%-4.5pp | 176.28%-161.1pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $883 | $2,633-66.5% | $3,679-76.0% | $2,032-56.5% |
| Participant deferral / active EE | $1,239 | $2,828-56.2% | $3,897-68.2% | $3,224-61.6% |
| Admin fee / account holder | $256 | $145+76.6% | $5,194-95.1% | $110+131.6% |