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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $182,462 |
401(K) ADVISORS INC4 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $110,556 |
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 | $90,168 | $61,473+46.7% | $81,930+10.1% | $73,409+22.8% |
| Participation rate | 98.9% | 72.4%+26.6pp | 72.0%+27.0pp | 72.2%+26.8pp |
| Annual return | 15.61% | 28.26%-12.6pp | 29.49%-13.9pp | 59.29%-43.7pp |
| Employer contribution / active EE | $4,942 | $1,898+160.4% | $4,310+14.7% | $2,234+121.3% |
| Participant deferral / active EE | $4,973 | $3,080+61.4% | $7,107-30.0% | $3,805+30.7% |
| Admin fee / account holder | $263 | $125+109.8% | $5,158-94.9% | $158+66.8% |