Filed April 23, 2010
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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,789 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $90,528 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 49 · EIN 58-2365498 | Other Services | $19,756 |
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 | $45,198 | $41,256+9.6% | $86,590-47.8% | $77,958-42.0% |
| Participation rate | 93.1% | 63.0%+30.1pp | 73.5%+19.6pp | 71.6%+21.5pp |
| Annual return | 19.77% | 17.67%+2.1pp | 964.84%-945.1pp | 20.87%-1.1pp |
| Employer contribution / active EE | $1,867 | $1,613+15.8% | $2,839-34.2% | $2,310-19.2% |
| Participant deferral / active EE | $5,998 | $2,332+157.2% | $3,609+66.2% | $3,537+69.6% |
| Admin fee / account holder | $140 | $71+97.2% | $4,906-97.2% | $97+43.3% |