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 | $208,155 |
RVK, INC.6+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Investment Management | $19,974 |
KPMG LLP6+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $19,400 |
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 | $43,307 | $63,259-31.5% | $178,490-75.7% | $93,223-53.5% |
| Participation rate | 84.0% | 72.1%+11.8pp | 81.9%+2.1pp | 74.9%+9.1pp |
| Annual return | 17.43% | 19.93%-2.5pp | 151.07%-133.6pp | 19.29%-1.9pp |
| Employer contribution / active EE | $2,771 | $1,865+48.6% | $5,011-44.7% | $2,680+3.4% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $35 | $58-39.9% | $13,984-99.8% | $79-56.0% |