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 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,956 | $111,608-6.9% | $177,821-41.5% | $73,409+41.6% |
| Participation rate | 95.3% | 87.9%+7.5pp | 87.7%+7.6pp | 72.2%+23.2pp |
| Annual return | 15.07% | 18.23%-3.2pp | 48.32%-33.2pp | 59.29%-44.2pp |
| Employer contribution / active EE | $2,393 | $3,796-37.0% | $5,918-59.6% | $2,234+7.1% |
| Participant deferral / active EE | $5,351 | $6,199-13.7% | $7,714-30.6% | $3,805+40.6% |
| Admin fee / account holder | $26 | $166-84.2% | $12,427-99.8% | $158-83.5% |