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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $167,585 |
401(K) ADVISORS INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $98,514 |
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 | $83,842 | $55,790+50.3% | $76,817+9.1% | $67,579+24.1% |
| Participation rate | 98.9% | 71.1%+27.8pp | 72.1%+26.8pp | 71.3%+27.6pp |
| Annual return | 29.18% | 64.45%-35.3pp | 1166.11%-1136.9pp | 378.56%-349.4pp |
| Employer contribution / active EE | $4,515 | $1,810+149.4% | $2,302+96.1% | $2,148+110.2% |
| Participant deferral / active EE | $4,651 | $2,875+61.8% | $3,336+39.4% | $3,539+31.4% |
| Admin fee / account holder | $267 | $159+67.7% | $6,420-95.8% | $142+87.5% |