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) | $24,000 |
LOMBARDI, CLAIRMONT & KEEGAN5+ years Filed as: LOMBARDI CLAIRMONT KEEGAN Service code 10 · EIN 04-2511474 | Accounting | $10,299 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,073 |
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 | $88,603 | $88,515+0.1% | $162,163-45.4% | $67,579+31.1% |
| Participation rate | 93.6% | 86.8%+6.8pp | 87.6%+6.0pp | 71.3%+22.3pp |
| Annual return | 23.05% | 27.04%-4.0pp | 115.59%-92.5pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,156 | $3,563-39.5% | $5,614-61.6% | $2,148+0.4% |
| Participant deferral / active EE | $4,844 | $5,724-15.4% | $7,298-33.6% | $3,539+36.9% |
| Admin fee / account holder | $25 | $124-79.5% | $10,843-99.8% | $142-82.2% |