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 | $254,884 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $20,827 |
RVK, INC.4+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 27 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Advisory (Plan) | $20,226 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,178 | $44,007-31.4% | $154,107-80.4% | $68,904-56.2% |
| Participation rate | 85.2% | 70.0%+15.2pp | 83.0%+2.2pp | 74.1%+11.1pp |
| Annual return | -5.99% | 8.15%-14.1pp | 735.12%-741.1pp | 1.07%-7.1pp |
| Employer contribution / active EE | $2,795 | $1,732+61.4% | $5,298-47.2% | $2,540+10.0% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $42 | $65-35.3% | $13,411-99.7% | $71-41.2% |