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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $236,796 |
RVK, INC.7+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Investment Management | $27,526 |
KPMG LLP7+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,177 | $69,238-26.1% | $185,823-72.5% | $101,517-49.6% |
| Participation rate | 81.8% | 73.5%+8.3pp | 81.7%+0.1pp | 74.6%+7.3pp |
| Annual return | 14.47% | 21.26%-6.8pp | 122.05%-107.6pp | 21.00%-6.5pp |
| Employer contribution / active EE | $3,138 | $2,104+49.1% | $5,167-39.3% | $2,973+5.6% |
| Participant deferral / active EE | $0 | $3,764-100.0% | $5,568-100.0% | $4,873-100.0% |
| Admin fee / account holder | $40 | $66-39.7% | $16,237-99.8% | $139-71.3% |