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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,079 |
Service code 27 | Advisory (Plan) | $11,504 |
FIDUCIARYVEST LLC2 years Filed as: FIDUCIARYVEST, LLC Service code 27 · EIN 20-2217636 | Advisory (Plan) | $10,614 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $0 |
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 | $78,436 | $95,542-17.9% | $69,455+12.9% | $67,579+16.1% |
| Participation rate | 60.1% | 79.4%-19.2pp | 74.6%-14.5pp | 71.3%-11.1pp |
| Annual return | 18.17% | 17.67%+0.5pp | 28.97%-10.8pp | 378.56%-360.4pp |
| Employer contribution / active EE | $1,404 | $2,989-53.0% | $2,779-49.5% | $2,148-34.6% |
| Participant deferral / active EE | $3,164 | $3,263-3.0% | $3,535-10.5% | $3,539-10.6% |
| Admin fee / account holder | $236 | $90+162.4% | $3,839-93.9% | $142+65.7% |