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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,219 |
LOMBARDI, CLAIRMONT & KEEGAN9+ years Filed as: LOMBARDI CLAIRMONT KEEGAN Service code 10 · EIN 04-2511474 | Accounting | $7,599 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,673 | $100,227+0.4% | $169,993-40.8% | $74,419+35.3% |
| Participation rate | 96.1% | 87.3%+8.8pp | 87.0%+9.1pp | 70.7%+25.4pp |
| Annual return | 17.75% | 66.08%-48.3pp | 53.37%-35.6pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,546 | $4,263-40.3% | $6,785-62.5% | $2,637-3.5% |
| Participant deferral / active EE | $6,169 | $7,143-13.6% | $10,408-40.7% | $4,528+36.2% |
| Admin fee / account holder | $32 | $234-86.1% | $12,815-99.7% | $348-90.7% |