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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,264 |
Filed as: LOMBARDI & KEEGAN Service code 10 | Accounting | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,010 | $131,799-1.4% | $200,582-35.2% | $85,563+51.9% |
| Participation rate | 94.4% | 87.9%+6.5pp | 86.9%+7.5pp | 66.0%+28.4pp |
| Annual return | 12.61% | 21.59%-9.0pp | 42.33%-29.7pp | 31.51%-18.9pp |
| Employer contribution / active EE | $2,965 | $4,532-34.6% | $6,419-53.8% | $2,654+11.7% |
| Participant deferral / active EE | $7,011 | $7,702-9.0% | $9,331-24.9% | $4,375+60.2% |
| Admin fee / account holder | $32 | $235-86.2% | $16,305-99.8% | $834-96.1% |