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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,940 |
LOMBARDI, CLAIRMONT & KEEGAN7+ years Filed as: LOMBARDI CLAIRMONT KEEGAN Service code 10 · EIN 04-2511474 | Accounting | $6,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,352 | $111,491-1.9% | $189,513-42.3% | $86,799+26.0% |
| Participation rate | 96.2% | 87.3%+8.9pp | 87.8%+8.4pp | 72.3%+23.9pp |
| Annual return | 15.50% | 83.50%-68.0pp | 555.15%-539.7pp | 97.91%-82.4pp |
| Employer contribution / active EE | $2,403 | $3,951-39.2% | $6,162-61.0% | $2,405-0.1% |
| Participant deferral / active EE | $5,678 | $6,437-11.8% | $8,221-30.9% | $4,131+37.4% |
| Admin fee / account holder | $27 | $189-85.7% | $12,045-99.8% | $170-84.1% |