Filed January 5, 2007 (most recent of 2 filings on file)
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $474,858 |
RVK, INC.10+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 · EIN 93-0910652 | Investment Management | $48,607 |
KBF CPAS - AUDIT, LLP1 year Service code 10 · EIN 33-2366711 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,820 | $67,679+40.1% | $155,509-39.0% | $99,062-4.3% |
| Participation rate | 94.0% | 67.2%+26.8pp | 78.2%+15.8pp | 71.6%+22.4pp |
| Annual return | 17.06% | 16.16%+0.9pp | 64.67%-47.6pp | 17.66%-0.6pp |
| Employer contribution / active EE | $1,581 | $2,268-30.3% | $4,672-66.2% | $3,262-51.5% |
| Participant deferral / active EE | $7,210 | $3,828+88.3% | $5,626+28.1% | $5,331+35.2% |
| Admin fee / account holder | $64 | $94-31.6% | $15,912-99.6% | $109-41.2% |