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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $251,206 |
RVK, INC.9+ years Filed as: RV KUHNS & ASSOCIATES, INC. Service code 28 1211 SW 5TH AVE STE 900 · PORTLAND, OR 97204 | Investment Management | $31,466 |
KBF CPAS LLP2 years Service code 10 · EIN 82-1030164 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,453 | $59,339-18.3% | $149,673-67.6% | $103,482-53.2% |
| Participation rate | 84.6% | 70.2%+14.4pp | 78.8%+5.9pp | 73.3%+11.4pp |
| Annual return | 18.33% | 77.78%-59.4pp | 134.42%-116.1pp | 33.11%-14.8pp |
| Employer contribution / active EE | $3,631 | $2,178+66.8% | $4,818-24.6% | $3,208+13.2% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $5,680-100.0% | $5,207-100.0% |
| Admin fee / account holder | $42 | $103-59.1% | $13,210-99.7% | $114-63.1% |