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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,547 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $29,006 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,925 | $50,956-41.3% | $96,562-69.0% | $86,799-65.5% |
| Participation rate | 94.4% | 65.2%+29.1pp | 69.8%+24.5pp | 72.3%+22.1pp |
| Annual return | 15.49% | 21.27%-5.8pp | 37.78%-22.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,749 | $1,111+57.5% | $2,356-25.8% | $2,405-27.3% |
| Participant deferral / active EE | $2,771 | $2,954-6.2% | $3,849-28.0% | $4,131-32.9% |
| Admin fee / account holder | $158 | $166-4.8% | $6,181-97.4% | $170-6.8% |