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 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 |
|---|---|---|
WILLIAM BLAIR3+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,197 |
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 | $84,996 | $81,537+4.2% | $149,718-43.2% | $69,631+22.1% |
| Participation rate | 82.7% | 86.1%-3.4pp | 87.1%-4.3pp | 70.7%+12.0pp |
| Annual return | 19.06% | 22.79%-3.7pp | 1501.63%-1482.6pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $1,962 | $3,239-39.4% | $5,445-64.0% | $2,032-3.5% |
| Participant deferral / active EE | $4,162 | $4,994-16.7% | $6,569-36.6% | $3,224+29.1% |
| Admin fee / account holder | $27 | $107-74.5% | $11,283-99.8% | $110-75.3% |