Filed October 31, 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 | $45,498 |
DUNCAN & HALEY LTD2 years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $19,995 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,822 | $73,102-18.2% | $123,544-51.6% | $56,287+6.3% |
| Participation rate | 97.8% | 74.3%+23.5pp | 82.3%+15.5pp | 69.9%+28.0pp |
| Annual return | -6.30% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,979 | $2,977+33.7% | $4,628-14.0% | $2,111+88.5% |
| Participant deferral / active EE | $4,857 | $5,423-10.4% | $6,426-24.4% | $3,350+45.0% |
| Admin fee / account holder | $295 | $554-46.7% | $9,284-96.8% | $521-43.4% |