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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,038 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $30,608 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,340 | $54,193-40.3% | $93,606-65.5% | $77,643-58.3% |
| Participation rate | 90.1% | 63.9%+26.1pp | 68.7%+21.3pp | 70.6%+19.5pp |
| Annual return | 11.68% | 30.54%-18.9pp | 133.20%-121.5pp | 31.24%-19.6pp |
| Employer contribution / active EE | $1,783 | $1,168+52.6% | $2,420-26.3% | $2,726-34.6% |
| Participant deferral / active EE | $2,729 | $3,144-13.2% | $4,411-38.1% | $4,647-41.3% |
| Admin fee / account holder | $185 | $576-67.9% | $8,285-97.8% | $430-57.1% |