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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $269,378 |
RVK, INC.2+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $23,625 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $21,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $62,762 | $43,110+45.6% | $156,549-59.9% | $65,292-3.9% |
| Participation rate | 69.4% | 69.3%+0.1pp | 84.0%-14.6pp | 72.4%-3.0pp |
| Annual return | 7.04% | 11.24%-4.2pp | 32.23%-25.2pp | 11.84%-4.8pp |
| Employer contribution / active EE | $940 | $1,702-44.7% | $5,501-82.9% | $2,302-59.1% |
| Participant deferral / active EE | $3,749 | $2,520+48.8% | $4,871-23.0% | $3,579+4.8% |
| Admin fee / account holder | $8 | $47-82.4% | $13,027-99.9% | $57-85.5% |