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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,259 |
TAX SHELTERED COMPENSATION, INC.3+ years Service code 49 · EIN 41-0955056 | Other Services | $11,549 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $11,109 |
MSI FINANCIAL SERVICES INC.2 years Service code 49 · EIN 13-3175978 | Other Services | $10,345 |
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 | $17,120 | $46,173-62.9% | $170,442-90.0% | $69,631-75.4% |
| Participation rate | 71.8% | 63.9%+7.9pp | 83.6%-11.8pp | 70.7%+1.1pp |
| Annual return | 18.03% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $536 | $1,610-66.7% | $5,433-90.1% | $2,032-73.6% |
| Participant deferral / active EE | $1,344 | $2,080-35.4% | $4,939-72.8% | $3,224-58.3% |
| Admin fee / account holder | $45 | $116-61.3% | $13,880-99.7% | $110-59.3% |