Filed July 19, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $260,505 |
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $114,382 |
ARONSON LLC2+ years Service code 10 · EIN 37-1611326 | Accounting | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,205 | $34,495+86.1% | $78,689-18.4% | $63,975+0.4% |
| Participation rate | 61.6% | 60.8%+0.8pp | 73.6%-11.9pp | 71.1%-9.5pp |
| Annual return | 43.93% | 11.62%+32.3pp | 62.18%-18.2pp | 48.65%-4.7pp |
| Employer contribution / active EE | $2,090 | $1,398+49.5% | $2,851-26.7% | $2,182-4.2% |
| Participant deferral / active EE | $4,557 | $2,100+117.0% | $3,517+29.6% | $3,356+35.8% |
| Admin fee / account holder | $180 | $68+165.2% | $4,510-96.0% | $70+156.0% |