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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,186 |
M HOLDINGS SECURITIES INC4 years Filed as: M HOLDINGS SECURITIES Service code 27 · EIN 91-1802259 | Advisory (Plan) | $39,629 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,877 | $65,908+36.4% | $81,812+9.9% | $77,643+15.8% |
| Participation rate | 97.8% | 65.8%+32.0pp | 72.3%+25.4pp | 70.6%+27.2pp |
| Annual return | 18.20% | 26.64%-8.4pp | 773.79%-755.6pp | 31.24%-13.0pp |
| Employer contribution / active EE | $2,241 | $2,370-5.5% | $2,912-23.1% | $2,726-17.8% |
| Participant deferral / active EE | $6,150 | $3,505+75.4% | $4,319+42.4% | $4,647+32.3% |
| Admin fee / account holder | $332 | $526-37.0% | $7,386-95.5% | $430-22.9% |