Filed December 17, 2013
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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,609 |
MMA SECURITIES LLC4 years Service code 27 | Advisory (Plan) | $65,000 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 | Contract Administrator | $24,994 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $225 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,070 | $81,625+348.5% | $167,512+118.5% | $74,304+392.7% |
| Participation rate | 91.4% | 60.0%+31.4pp | 77.1%+14.4pp | 60.3%+31.1pp |
| Annual return | 15.54% | 26.09%-10.6pp | 1615.79%-1600.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $11,296 | $2,010+461.9% | $3,882+191.0% | $2,241+404.0% |
| Participant deferral / active EE | $15,936 | $4,115+287.3% | $6,405+148.8% | $3,767+323.0% |
| Admin fee / account holder | $705 | $3,474-79.7% | $9,769-92.8% | $2,969-76.2% |