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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,463 |
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,360 |
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 | $57,489 | $84,948-32.3% | $70,449-18.4% | $73,409-21.7% |
| Participation rate | 72.9% | 79.9%-7.1pp | 75.1%-2.2pp | 72.2%+0.7pp |
| Annual return | 10.90% | 13.39%-2.5pp | 109.03%-98.1pp | 59.29%-48.4pp |
| Employer contribution / active EE | $1,507 | $2,834-46.8% | $2,737-44.9% | $2,234-32.5% |
| Participant deferral / active EE | $3,461 | $3,387+2.2% | $3,709-6.7% | $3,805-9.0% |
| Admin fee / account holder | $172 | $98+75.4% | $3,845-95.5% | $158+9.0% |