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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,489 |
DUNCAN & HALEY LTD3 years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $20,000 |
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 | $67,366 | $89,652-24.9% | $141,162-52.3% | $65,185+3.3% |
| Participation rate | 99.5% | 74.7%+24.8pp | 82.5%+17.0pp | 70.2%+29.3pp |
| Annual return | 21.78% | 32.79%-11.0pp | 71.39%-49.6pp | 29.38%-7.6pp |
| Employer contribution / active EE | $2,514 | $3,065-18.0% | $4,735-46.9% | $2,177+15.5% |
| Participant deferral / active EE | $4,846 | $5,691-14.9% | $6,709-27.8% | $3,514+37.9% |
| Admin fee / account holder | $222 | $569-60.9% | $10,261-97.8% | $847-73.8% |