Filed May 9, 2016 (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 9-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) | $24,000 |
LOMBARDI, CLAIRMONT & KEEGAN6+ years Service code 10 · EIN 04-2230576 | Accounting | $6,600 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,366 |
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 | $99,679 | $111,608-10.7% | $177,821-43.9% | $73,409+35.8% |
| Participation rate | 94.9% | 87.9%+7.1pp | 87.7%+7.2pp | 72.2%+22.8pp |
| Annual return | 16.01% | 18.23%-2.2pp | 48.32%-32.3pp | 59.29%-43.3pp |
| Employer contribution / active EE | $5,324 | $3,796+40.2% | $5,918-10.0% | $2,234+138.3% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $4 | $166-97.4% | $12,427-100.0% | $158-97.3% |