Filed March 17, 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,395 |
M HOLDING SECURITIES, INC.4+ years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $40,866 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,634 | $43,999+1.4% | $79,464-43.8% | $55,725-19.9% |
| Participation rate | 94.1% | 66.9%+27.2pp | 73.3%+20.8pp | 70.9%+23.3pp |
| Annual return | -5.84% | 1.81%-7.7pp | 718.14%-724.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $1,405 | $1,830-23.2% | $2,800-49.8% | $2,078-32.4% |
| Participant deferral / active EE | $3,019 | $2,538+18.9% | $3,704-18.5% | $3,356-10.0% |
| Admin fee / account holder | $280 | $118+138.0% | $5,113-94.5% | $115+142.9% |