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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,427 |
CAPFINANCIAL PARTNERS LLC3 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $28,727 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 49 | Other Services | $10,096 |
NEWPORT GROUP, INC.1 year Service code 49 · EIN 27-2037969 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,366 | $94,833-39.5% | $75,696-24.2% | $86,799-33.9% |
| Participation rate | 71.5% | 79.1%-7.6pp | 74.8%-3.4pp | 72.3%-0.8pp |
| Annual return | 12.63% | 16.91%-4.3pp | 104.53%-91.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,485 | $2,904-48.9% | $2,743-45.8% | $2,405-38.2% |
| Participant deferral / active EE | $3,448 | $3,632-5.1% | $3,821-9.8% | $4,131-16.5% |
| Admin fee / account holder | $156 | $109+44.1% | $3,619-95.7% | $170-7.7% |