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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,032 |
WILLIAM BLAIR4+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $6,000 |
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 | $75,108 | $80,005-6.1% | $140,016-46.4% | $55,725+34.8% |
| Participation rate | 91.7% | 87.0%+4.7pp | 87.5%+4.2pp | 70.9%+20.8pp |
| Annual return | -2.34% | 0.46%-2.8pp | 651.12%-653.5pp | 244.93%-247.3pp |
| Employer contribution / active EE | $2,127 | $3,403-37.5% | $5,606-62.1% | $2,078+2.3% |
| Participant deferral / active EE | $4,602 | $5,264-12.6% | $6,927-33.6% | $3,356+37.2% |
| Admin fee / account holder | $20 | $116-82.7% | $10,705-99.8% | $115-82.6% |