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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $539,432 |
RVK, INC.5+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $38,976 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,000 |
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 | $74,011 | $53,565+38.2% | $172,739-57.2% | $82,204-10.0% |
| Participation rate | 87.1% | 69.6%+17.4pp | 82.6%+4.4pp | 73.4%+13.7pp |
| Annual return | 21.94% | 31.42%-9.5pp | 802.84%-780.9pp | 26.31%-4.4pp |
| Employer contribution / active EE | $1,237 | $1,857-33.4% | $5,143-76.0% | $2,707-54.3% |
| Participant deferral / active EE | $5,120 | $3,006+70.4% | $5,198-1.5% | $4,246+20.6% |
| Admin fee / account holder | $87 | $61+42.6% | $13,954-99.4% | $76+15.7% |