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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $464,498 |
RVK, INC.8+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Investment Management | $43,910 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $18,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,449 | $52,346+38.4% | $143,757-49.6% | $78,044-7.2% |
| Participation rate | 91.9% | 72.7%+19.2pp | 80.3%+11.6pp | 74.4%+17.5pp |
| Annual return | -18.16% | -14.19%-4.0pp | -0.04%-18.1pp | 10.87%-29.0pp |
| Employer contribution / active EE | $1,390 | $2,131-34.8% | $4,951-71.9% | $3,125-55.5% |
| Participant deferral / active EE | $6,273 | $3,800+65.1% | $5,637+11.3% | $5,084+23.4% |
| Admin fee / account holder | $66 | $63+4.1% | $14,673-99.6% | $79-16.4% |