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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $459,754 |
RVK, INC.6+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Investment Management | $29,958 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $23,200 |
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 | $84,440 | $63,259+33.5% | $178,490-52.7% | $93,223-9.4% |
| Participation rate | 88.0% | 72.1%+15.9pp | 81.9%+6.1pp | 74.9%+13.1pp |
| Annual return | 20.33% | 19.93%+0.4pp | 151.07%-130.7pp | 19.29%+1.0pp |
| Employer contribution / active EE | $1,275 | $1,865-31.6% | $5,011-74.6% | $2,680-52.4% |
| Participant deferral / active EE | $5,335 | $3,372+58.2% | $5,202+2.6% | $4,563+16.9% |
| Admin fee / account holder | $71 | $58+22.9% | $13,984-99.5% | $79-10.0% |