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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,609 |
WOODBURY FINANCIAL SERVICES6+ years Service code 49 · EIN 41-0944586 | Other Services | $1,692 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,493 | $78,422-20.3% | $95,952-34.9% | $79,858-21.7% |
| Participation rate | 84.9% | 73.5%+11.4pp | 77.1%+7.9pp | 69.6%+15.3pp |
| Annual return | 16.07% | 19.37%-3.3pp | 91.61%-75.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,073 | $3,440-10.7% | $4,167-26.3% | $3,740-17.8% |
| Admin fee / account holder | $172 | $5,622-96.9% | $6,795-97.5% | $5,306-96.8% |