Filed March 23, 2014 (most recent of 3 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 | $265,230 |
ACCEL WEALTH MANAGEMENT6 years Service code 27 · EIN 83-0742869 | Advisory (Plan) | $82,306 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,829 | $55,331+33.4% | $81,812-9.8% | $199,593-63.0% |
| Participation rate | 99.3% | 62.5%+36.8pp | 72.3%+26.9pp | 72.0%+27.3pp |
| Annual return | 15.50% | 19.59%-4.1pp | 773.79%-758.3pp | 34.25%-18.7pp |
| Employer contribution / active EE | $1,340 | $2,101-36.2% | $2,912-54.0% | $3,034-55.8% |
| Participant deferral / active EE | $3,376 | $3,283+2.8% | $4,319-21.8% | $5,087-33.6% |
| Admin fee / account holder | $154 | $346-55.4% | $7,386-97.9% | $269-42.7% |