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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,152 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $29,603 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC Service code 49 | Other Services | $9,858 |
NEWPORT GROUP, INC.2 years Service code 49 · EIN 27-2037969 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,287 | $79,124-36.4% | $60,874-17.4% | $64,808-22.4% |
| Participation rate | 81.3% | 77.7%+3.6pp | 73.1%+8.2pp | 71.5%+9.9pp |
| Annual return | -12.28% | -7.13%-5.2pp | 16.90%-29.2pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,533 | $3,050-49.7% | $2,701-43.2% | $2,506-38.8% |
| Participant deferral / active EE | $3,749 | $3,725+0.6% | $3,817-1.8% | $4,310-13.0% |
| Admin fee / account holder | $133 | $106+25.7% | $3,224-95.9% | $188-29.3% |