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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,395 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $28,723 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,069 | $42,353-52.6% | $79,550-74.8% | $64,808-69.0% |
| Participation rate | 93.6% | 64.8%+28.8pp | 69.5%+24.1pp | 71.5%+22.1pp |
| Annual return | -16.29% | -12.24%-4.1pp | 0.16%-16.5pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,686 | $1,181+42.8% | $2,413-30.2% | $2,506-32.7% |
| Participant deferral / active EE | $2,488 | $3,170-21.5% | $3,985-37.6% | $4,310-42.3% |
| Admin fee / account holder | $114 | $160-28.8% | $6,832-98.3% | $188-39.5% |