Filed January 13, 2016
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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,954 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $23,639 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,587 | $40,174-33.8% | $84,015-68.4% | $67,579-60.7% |
| Participation rate | 94.0% | 62.7%+31.3pp | 69.0%+24.9pp | 71.3%+22.7pp |
| Annual return | 29.67% | 25.82%+3.8pp | 71.31%-41.6pp | 378.56%-348.9pp |
| Employer contribution / active EE | $0 | $808-99.9% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,682 | $2,301+16.6% | $3,239-17.2% | $3,539-24.2% |
| Admin fee / account holder | $157 | $128+22.4% | $6,101-97.4% | $142+10.4% |