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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,048 |
RVK, INC.3+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $32,688 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $24,738 |
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 | $67,495 | $48,835+38.2% | $170,442-60.4% | $177,276-61.9% |
| Participation rate | 76.3% | 72.1%+4.3pp | 83.6%-7.3pp | 74.8%+1.5pp |
| Annual return | 18.88% | 19.44%-0.6pp | 205.93%-187.0pp | 21.25%-2.4pp |
| Employer contribution / active EE | $982 | $1,798-45.4% | $5,433-81.9% | $2,479-60.4% |
| Participant deferral / active EE | $4,044 | $2,757+46.7% | $4,939-18.1% | $3,881+4.2% |
| Admin fee / account holder | $2 | $52-96.2% | $13,880-100.0% | $154-98.7% |