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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,371 |
WOODBURY FINANCIAL SERVICES4+ years Service code 49 · EIN 41-0944586 | Other Services | $1,814 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,605 | $62,586-33.5% | $76,768-45.8% | $64,186-35.2% |
| Participation rate | 83.0% | 72.8%+10.2pp | 77.0%+6.0pp | 69.6%+13.4pp |
| Annual return | -7.40% | -1.95%-5.5pp | 2.43%-9.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $842 | $1,832-54.0% | $2,485-66.1% | $2,381-64.6% |
| Participant deferral / active EE | $1,911 | $3,145-39.2% | $3,852-50.4% | $3,470-44.9% |
| Admin fee / account holder | $105 | $4,667-97.8% | $6,675-98.4% | $4,888-97.9% |