Filed November 29, 2013
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 | $161,357 |
401(K) ADVISORS INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $99,065 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,412 | $48,261+54.2% | $68,793+8.2% | $55,725+33.5% |
| Participation rate | 99.6% | 71.0%+28.5pp | 72.2%+27.3pp | 70.9%+28.7pp |
| Annual return | -4.76% | -2.61%-2.2pp | -4.63%-0.1pp | 244.93%-249.7pp |
| Employer contribution / active EE | $4,803 | $1,742+175.7% | $2,625+83.0% | $2,078+131.1% |
| Participant deferral / active EE | $4,895 | $2,712+80.5% | $3,311+47.8% | $3,356+45.9% |
| Admin fee / account holder | $289 | $126+128.8% | $5,131-94.4% | $115+150.6% |