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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,374 |
DUNCAN & HALEY LTD4 years Service code 27 · EIN 02-0532349 | Advisory (Plan) | $19,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,147 | $99,957-19.8% | $149,696-46.5% | $73,488+9.1% |
| Participation rate | 98.5% | 75.7%+22.8pp | 82.5%+16.0pp | 70.7%+27.8pp |
| Annual return | 13.64% | 53.87%-40.2pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $4,396 | $3,191+37.8% | $4,644-5.3% | $2,270+93.6% |
| Participant deferral / active EE | $5,135 | $6,073-15.4% | $6,842-24.9% | $3,740+37.3% |
| Admin fee / account holder | $246 | $551-55.3% | $9,309-97.4% | $513-52.0% |