Filed August 26, 2014
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 | $43,218 |
RUBINBROWN LLP6 years Service code 10 · EIN 43-0765316 | Accounting | $11,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,673 | $52,208-52.7% | $86,612-71.5% | $74,419-66.8% |
| Participation rate | 35.4% | 66.3%-30.9pp | 71.7%-36.3pp | 70.7%-35.3pp |
| Annual return | 6.96% | 44.46%-37.5pp | 591.07%-584.1pp | 34.38%-27.4pp |
| Employer contribution / active EE | $403 | $2,282-82.4% | $3,022-86.7% | $2,637-84.7% |
| Participant deferral / active EE | $996 | $3,383-70.6% | $4,438-77.6% | $4,528-78.0% |
| Admin fee / account holder | $174 | $319-45.3% | $5,614-96.9% | $348-49.9% |