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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,169 |
LOMBARDI, CLAIRMONT & KEEGAN8+ years Filed as: LOMBARDI CLAIRMONT KEEGAN Service code 10 · EIN 04-2511474 | Accounting | $8,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,083 | $86,897+3.7% | $151,611-40.6% | $64,808+39.0% |
| Participation rate | 96.1% | 87.3%+8.9pp | 87.5%+8.6pp | 71.5%+24.7pp |
| Annual return | -15.14% | -3.57%-11.6pp | 3.33%-18.5pp | 32.82%-48.0pp |
| Employer contribution / active EE | $2,453 | $4,010-38.8% | $6,166-60.2% | $2,506-2.1% |
| Participant deferral / active EE | $6,068 | $6,690-9.3% | $8,363-27.4% | $4,310+40.8% |
| Admin fee / account holder | $28 | $153-81.4% | $11,616-99.8% | $188-84.9% |