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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,583 |
RUBINBROWN LLP8 years Service code 10 · EIN 43-0765316 | Accounting | $12,450 |
EMMAUS HOMES, INC.1 year Service code 49 · EIN 43-0653309 | Other Services | $12,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,892 | $61,058-54.3% | $71,209-60.8% | $85,563-67.4% |
| Participation rate | 35.2% | 58.6%-23.3pp | 73.8%-38.5pp | 66.0%-30.7pp |
| Annual return | 12.96% | 100.41%-87.4pp | 282.51%-269.6pp | 31.51%-18.6pp |
| Employer contribution / active EE | $461 | $2,199-79.0% | $2,721-83.1% | $2,654-82.6% |
| Participant deferral / active EE | $1,075 | $3,173-66.1% | $4,175-74.2% | $4,375-75.4% |
| Admin fee / account holder | $162 | $855-81.0% | $5,349-97.0% | $834-80.6% |