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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $464,068 |
RVK, INC.4+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $35,909 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $24,717 |
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 | $62,460 | $44,007+41.9% | $154,107-59.5% | $68,904-9.4% |
| Participation rate | 78.6% | 70.0%+8.5pp | 83.0%-4.5pp | 74.1%+4.4pp |
| Annual return | -5.03% | 8.15%-13.2pp | 735.12%-740.1pp | 1.07%-6.1pp |
| Employer contribution / active EE | $1,120 | $1,732-35.4% | $5,298-78.9% | $2,540-55.9% |
| Participant deferral / active EE | $4,496 | $2,813+59.8% | $5,081-11.5% | $4,015+12.0% |
| Admin fee / account holder | $77 | $65+18.9% | $13,411-99.4% | $71+8.0% |