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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $292,680 |
Service code 27 · EIN 16-1629047 | Advisory (Plan) | $84,764 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: RETIREMENT PLAN ADMINISTRATORS Service code 13 · EIN 58-2365498 | Contract Administrator | $21,037 |
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 | $56,149 | $41,617+34.9% | $84,611-33.6% | $77,787-27.8% |
| Participation rate | 97.7% | 45.0%+52.7pp | 68.2%+29.5pp | 73.2%+24.5pp |
| Annual return | 25.53% | 24.97%+0.6pp | 258.74%-233.2pp | 32.57%-7.0pp |
| Employer contribution / active EE | $2,416 | $1,061+127.7% | $2,652-8.9% | $2,504-3.5% |
| Participant deferral / active EE | $7,895 | $2,129+270.9% | $3,899+102.5% | $3,967+99.0% |
| Admin fee / account holder | $186 | $121+53.4% | $4,912-96.2% | $100+85.4% |