Filed February 5, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,672 |
WOODBURY FINANCIAL SERVICES3+ years Service code 49 · EIN 41-0944586 | Other Services | $1,587 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,115 | $67,606-18.5% | $82,313-33.0% | $70,131-21.4% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.9%+0.4pp | 69.5%+7.7pp |
| Annual return | 17.58% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,641 | $2,987-45.1% | $3,706-55.7% | $3,332-50.7% |
| Admin fee / account holder | $113 | $4,512-97.5% | $5,608-98.0% | $4,645-97.6% |