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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,377 |
M HOLDING SECURITIES, INC.5+ years Service code 27 · EIN 91-1802259 | Advisory (Plan) | $37,895 |
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 | $49,068 | $54,237-9.5% | $90,281-45.6% | $67,579-27.4% |
| Participation rate | 95.5% | 68.6%+26.9pp | 73.3%+22.2pp | 71.3%+24.2pp |
| Annual return | 20.31% | 37.27%-17.0pp | 78.10%-57.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,421 | $1,846-23.0% | $2,854-50.2% | $2,148-33.8% |
| Participant deferral / active EE | $3,184 | $2,625+21.3% | $3,885-18.1% | $3,539-10.0% |
| Admin fee / account holder | $259 | $123+109.7% | $5,351-95.2% | $142+81.8% |