Filed September 30, 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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,454 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $1,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,749 | $51,769+9.6% | $57,343-1.0% | $52,331+8.4% |
| Participation rate | 52.6% | 75.2%-22.6pp | 75.1%-22.5pp | 68.1%-15.5pp |
| Annual return | -1.01% | 2.43%-3.4pp | 24.39%-25.4pp | 4.54%-5.6pp |
| Employer contribution / active EE | $1,116 | $2,335-52.2% | $2,689-58.5% | $1,882-40.7% |
| Participant deferral / active EE | $2,395 | $2,794-14.3% | $3,162-24.3% | $3,022-20.7% |
| Admin fee / account holder | $215 | $295-26.9% | $3,356-93.6% | $592-63.6% |