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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,356 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $28,059 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,623 | $53,165-44.3% | $86,188-65.6% | $74,419-60.2% |
| Participation rate | 92.2% | 64.9%+27.4pp | 69.0%+23.3pp | 70.7%+21.5pp |
| Annual return | 16.78% | 22.64%-5.9pp | 1168.45%-1151.7pp | 34.38%-17.6pp |
| Employer contribution / active EE | $1,902 | $1,210+57.2% | $2,380-20.1% | $2,637-27.9% |
| Participant deferral / active EE | $2,883 | $3,234-10.9% | $3,985-27.7% | $4,528-36.3% |
| Admin fee / account holder | $167 | $551-69.8% | $6,852-97.6% | $348-52.1% |