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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,120 |
KPMG LLP1+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $29,001 |
RVK, INC.1+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $16,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,803 | $63,964+15.4% | $147,614-50.0% | $67,505+9.3% |
| Participation rate | 59.3% | 68.6%-9.3pp | 84.6%-25.4pp | 71.2%-11.9pp |
| Annual return | 1.38% | 9.05%-7.7pp | 61.98%-60.6pp | 6.52%-5.1pp |
| Employer contribution / active EE | $931 | $1,618-42.5% | $5,564-83.3% | $2,173-57.2% |
| Participant deferral / active EE | $3,711 | $2,589+43.4% | $4,895-24.2% | $3,597+3.2% |
| Admin fee / account holder | $12 | $43-71.6% | $11,611-99.9% | $56-78.4% |