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 | $198,695 |
RVK, INC.8+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Investment Management | $29,278 |
KBF CPAS LLP1 year Service code 10 · EIN 82-1030164 | Accounting | $17,000 |
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 | $39,369 | $52,346-24.8% | $143,757-72.6% | $78,044-49.6% |
| Participation rate | 84.7% | 72.7%+12.0pp | 80.3%+4.4pp | 74.4%+10.2pp |
| Annual return | -17.63% | -14.19%-3.4pp | -0.04%-17.6pp | 10.87%-28.5pp |
| Employer contribution / active EE | $3,139 | $2,131+47.3% | $4,951-36.6% | $3,125+0.4% |
| Participant deferral / active EE | $0 | $3,800-100.0% | $5,637-100.0% | $5,084-100.0% |
| Admin fee / account holder | $32 | $63-49.6% | $14,673-99.8% | $79-59.5% |