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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,952 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $24,638 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,620 | $64,286-55.5% | $90,951-68.5% | $73,409-61.0% |
| Participation rate | 96.5% | 63.6%+32.9pp | 69.0%+27.5pp | 72.2%+24.4pp |
| Annual return | 13.87% | 21.45%-7.6pp | 134.60%-120.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $1,569 | $895+75.4% | $2,122-26.1% | $2,234-29.7% |
| Participant deferral / active EE | $2,531 | $2,453+3.2% | $3,373-25.0% | $3,805-33.5% |
| Admin fee / account holder | $133 | $287-53.8% | $5,959-97.8% | $158-16.0% |