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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,470 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $31,875 |
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,954 | $56,503+30.9% | $70,092+5.5% | $64,808+14.1% |
| Participation rate | 96.0% | 70.5%+25.5pp | 70.5%+25.5pp | 71.5%+24.5pp |
| Annual return | -16.03% | -13.44%-2.6pp | 190.73%-206.8pp | 32.82%-48.8pp |
| Employer contribution / active EE | $5,088 | $2,046+148.6% | $2,559+98.8% | $2,506+103.0% |
| Participant deferral / active EE | $4,686 | $3,389+38.3% | $3,849+21.8% | $4,310+8.7% |
| Admin fee / account holder | $140 | $160-12.6% | $6,267-97.8% | $188-25.4% |