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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,113 |
DUNCAN & HALEY LTD1 year Filed as: DUNCAN & HALEY, LTD. Service code 27 · EIN 02-0532349 | Advisory (Plan) | $19,970 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,906 | $104,475-20.6% | $159,436-48.0% | $79,386+4.4% |
| Participation rate | 99.0% | 76.6%+22.4pp | 82.8%+16.2pp | 70.7%+28.3pp |
| Annual return | 12.98% | 67.95%-55.0pp | 263.57%-250.6pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,624 | $3,417-52.5% | $4,829-66.4% | $2,427-33.1% |
| Participant deferral / active EE | $5,725 | $6,467-11.5% | $7,352-22.1% | $4,046+41.5% |
| Admin fee / account holder | $234 | $711-67.0% | $10,799-97.8% | $626-62.6% |