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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,668 |
M HOLDINGS SECURITIES INC3 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $38,548 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,141 | $52,208+34.3% | $86,612-19.0% | $74,419-5.7% |
| Participation rate | 98.3% | 66.3%+32.0pp | 71.7%+26.6pp | 70.7%+27.6pp |
| Annual return | 14.79% | 44.46%-29.7pp | 591.07%-576.3pp | 34.38%-19.6pp |
| Employer contribution / active EE | $1,959 | $2,282-14.2% | $3,022-35.2% | $2,637-25.7% |
| Participant deferral / active EE | $4,923 | $3,383+45.5% | $4,438+10.9% | $4,528+8.7% |
| Admin fee / account holder | $269 | $319-15.7% | $5,614-95.2% | $348-22.8% |