Filed October 16, 2015
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 9-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,537 |
MSI FINANCIAL SERVICES INC.2+ years Filed as: MSI FINANCIAL SERVICES INC Service code 49 · EIN 13-3175978 | Other Services | $10,072 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $5,323 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES LLC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $5,144 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,884 | $44,059-20.8% | $71,671-51.3% | $69,631-49.9% |
| Participation rate | 97.8% | 60.8%+37.1pp | 68.7%+29.1pp | 70.7%+27.1pp |
| Annual return | 9.88% | 21.97%-12.1pp | 20.65%-10.8pp | 27571.02%-27561.1pp |
| Employer contribution / active EE | $245 | $1,305-81.2% | $2,460-90.0% | $2,032-87.9% |
| Participant deferral / active EE | $1,643 | $2,370-30.7% | $3,438-52.2% | $3,224-49.0% |
| Admin fee / account holder | $23 | $108-79.0% | $5,558-99.6% | $110-79.5% |