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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,027 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $30,951 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,974 | $56,767-29.6% | $101,794-60.7% | $85,563-53.3% |
| Participation rate | 91.8% | 57.6%+34.2pp | 69.2%+22.6pp | 66.0%+25.8pp |
| Annual return | 12.38% | 17.76%-5.4pp | 30.53%-18.1pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,932 | $1,112+73.7% | $2,289-15.6% | $2,654-27.2% |
| Participant deferral / active EE | $3,318 | $2,720+22.0% | $4,084-18.8% | $4,375-24.2% |
| Admin fee / account holder | $214 | $1,098-80.5% | $8,777-97.6% | $834-74.4% |