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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $254,441 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $83,982 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 49 · EIN 58-2365498 | Other Services | $20,892 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,644 | $37,884+15.2% | $79,464-45.1% | $75,289-42.0% |
| Participation rate | 97.0% | 65.0%+32.0pp | 73.3%+23.7pp | 72.4%+24.6pp |
| Annual return | -6.80% | 1.06%-7.9pp | 718.14%-724.9pp | -0.04%-6.8pp |
| Employer contribution / active EE | $2,194 | $1,680+30.6% | $2,800-21.6% | $2,405-8.8% |
| Participant deferral / active EE | $7,098 | $2,569+176.3% | $3,704+91.7% | $3,739+89.9% |
| Admin fee / account holder | $169 | $77+120.1% | $5,113-96.7% | $102+64.7% |