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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,905 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $37,356 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP INC. Service code 49 | Other Services | $11,925 |
NEWPORT GROUP, INC.4 years Service code 49 · EIN 27-2037969 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,171 | $91,762-43.1% | $67,502-22.7% | $77,643-32.8% |
| Participation rate | 73.2% | 75.9%-2.7pp | 72.9%+0.4pp | 70.6%+2.7pp |
| Annual return | 10.02% | 14.87%-4.9pp | 3512.12%-3502.1pp | 31.24%-21.2pp |
| Employer contribution / active EE | $1,495 | $3,181-53.0% | $2,731-45.3% | $2,726-45.2% |
| Participant deferral / active EE | $3,525 | $3,903-9.7% | $4,000-11.9% | $4,647-24.1% |
| Admin fee / account holder | $117 | $176-33.6% | $3,998-97.1% | $430-72.8% |