Filed November 1, 2013 (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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,331 |
FIDUCIARYVEST LLC1 year Filed as: FIDUCIARYVEST, LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $5,446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,336 | $70,083-18.2% | $59,878-4.2% | $55,725+2.9% |
| Participation rate | 51.6% | 78.4%-26.8pp | 74.7%-23.1pp | 70.9%-19.3pp |
| Annual return | -4.40% | 3.13%-7.5pp | 3.46%-7.9pp | 244.93%-249.3pp |
| Employer contribution / active EE | $1,612 | $2,878-44.0% | $2,722-40.8% | $2,078-22.4% |
| Participant deferral / active EE | $2,777 | $3,079-9.8% | $3,402-18.4% | $3,356-17.2% |
| Admin fee / account holder | $170 | $70+142.2% | $3,590-95.3% | $115+47.9% |