Filed August 9, 2013
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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,842 |
MSI FINANCIAL SERVICES INC.1 year Service code 49 · EIN 13-3175978 | Other Services | $21,598 |
TAX SHELTERED COMPENSATION, INC.2+ years Service code 12 · EIN 41-0955056 | Other fees; Other services; Claims pr... | $10,521 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE SECURITIES Service code 49 · EIN 13-3175978 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,168 | $36,916-58.9% | $156,549-90.3% | $57,658-73.7% |
| Participation rate | 71.4% | 63.4%+7.9pp | 84.0%-12.6pp | 70.2%+1.2pp |
| Annual return | 3.97% | 12.38%-8.4pp | 32.23%-28.3pp | 5.13%-1.2pp |
| Employer contribution / active EE | $547 | $1,571-65.2% | $5,501-90.1% | $1,974-72.3% |
| Participant deferral / active EE | $1,370 | $1,926-28.8% | $4,871-71.9% | $3,061-55.2% |
| Admin fee / account holder | $51 | $82-38.3% | $13,027-99.6% | $95-46.1% |