Filed November 12, 2013 (most recent of 2 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 | $339,070 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM, LLC Service code 27 · EIN 27-4011107 | Advisory (Plan) | $187,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,709 | $50,815+102.1% | $155,509-34.0% | $77,643+32.3% |
| Participation rate | 97.9% | 63.1%+34.8pp | 78.2%+19.7pp | 70.6%+27.3pp |
| Annual return | 12.25% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,768 | $1,993+38.9% | $4,672-40.8% | $2,726+1.6% |
| Participant deferral / active EE | $5,447 | $2,822+93.0% | $5,626-3.2% | $4,647+17.2% |
| Admin fee / account holder | $266 | $437-39.1% | $15,912-98.3% | $430-38.2% |