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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $278,898 |
RVK, INC.10+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 · EIN 93-0910652 | Investment Management | $32,410 |
KBF CPAS - AUDIT, LLP1 year Service code 10 · EIN 33-2366711 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,663 | $67,679-23.7% | $155,509-66.8% | $99,062-47.8% |
| Participation rate | 93.3% | 67.2%+26.1pp | 78.2%+15.1pp | 71.6%+21.7pp |
| Annual return | 14.02% | 16.16%-2.1pp | 64.67%-50.7pp | 17.66%-3.6pp |
| Employer contribution / active EE | $4,075 | $2,268+79.6% | $4,672-12.8% | $3,262+24.9% |
| Participant deferral / active EE | $0 | $3,828-100.0% | $5,626-100.0% | $5,331-100.0% |
| Admin fee / account holder | $45 | $94-52.0% | $15,912-99.7% | $109-58.8% |