Filed May 18, 2018 (most recent of 3 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,654 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $9,564 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $425 |
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 | $30,224 | $46,173-34.5% | $170,442-82.3% | $69,631-56.6% |
| Participation rate | 75.8% | 63.9%+11.9pp | 83.6%-7.8pp | 70.7%+5.1pp |
| Annual return | 18.89% | 21.62%-2.7pp | 205.93%-187.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $819 | $1,610-49.1% | $5,433-84.9% | $2,032-59.7% |
| Participant deferral / active EE | $2,084 | $2,080+0.2% | $4,939-57.8% | $3,224-35.3% |
| Admin fee / account holder | $15 | $116-87.2% | $13,880-99.9% | $110-86.5% |