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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,954 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,432 | $129,021-13.6% | $184,203-39.5% | $77,643+43.5% |
| Participation rate | 96.5% | 87.3%+9.2pp | 86.8%+9.7pp | 70.6%+26.0pp |
| Annual return | 12.09% | 33.27%-21.2pp | 28.81%-16.7pp | 31.24%-19.1pp |
| Employer contribution / active EE | $2,943 | $4,413-33.3% | $6,427-54.2% | $2,726+8.0% |
| Participant deferral / active EE | $6,987 | $7,297-4.3% | $9,131-23.5% | $4,647+50.3% |
| Admin fee / account holder | $41 | $254-83.8% | $13,901-99.7% | $430-90.5% |