Filed November 27, 2013 (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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $20,802 |
VPA1 year Filed as: VPA ADVISORS Service code 34 · EIN 20-2362387 | Valuation (appraisals, etc.); Direct ... | $6,850 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,858 | $98,750-23.2% | $149,696-49.3% | $79,858-5.0% |
| Participation rate | 92.6% | 75.8%+16.9pp | 82.5%+10.2pp | 69.6%+23.0pp |
| Annual return | 33.62% | 27.43%+6.2pp | 276.60%-243.0pp | 31.71%+1.9pp |
| Employer contribution / active EE | $17,855 | $3,216+455.1% | $4,644+284.5% | $2,471+622.6% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $238 | $6,053-96.1% | $9,309-97.4% | $5,306-95.5% |