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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,799 |
Filed as: MML INVESTOR SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $24,934 |
TAX SHELTERED COMPENSATION, INC.4+ years Service code 49 · EIN 41-0955056 | Other Services | $13,490 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $0 |
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 | $16,039 | $37,196-56.9% | $154,107-89.6% | $55,725-71.2% |
| Participation rate | 75.0% | 64.1%+10.9pp | 83.0%-8.0pp | 70.9%+4.2pp |
| Annual return | -3.25% | 1319.68%-1322.9pp | 735.12%-738.4pp | 244.93%-248.2pp |
| Employer contribution / active EE | $582 | $1,614-63.9% | $5,298-89.0% | $2,078-72.0% |
| Participant deferral / active EE | $1,466 | $2,068-29.1% | $5,081-71.1% | $3,356-56.3% |
| Admin fee / account holder | $31 | $102-69.8% | $13,411-99.8% | $115-73.4% |