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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $17,151 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,790 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $49,057 | $65,322-24.9% | $70,449-30.4% | $73,488-33.2% |
| Participation rate | 98.8% | 77.0%+21.8pp | 75.1%+23.7pp | 70.7%+28.1pp |
| Annual return | 16.00% | 15.71%+0.3pp | 109.03%-93.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $2,194 | $2,460-10.8% | $2,737-19.8% | $2,270-3.4% |
| Participant deferral / active EE | $4,051 | $3,375+20.1% | $3,709+9.2% | $3,740+8.3% |
| Admin fee / account holder | $49 | $214-77.0% | $3,845-98.7% | $513-90.4% |