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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $357,978 |
UBS FINANCIAL SERVICES INC2+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $128,141 |
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 | $24,351 | $49,270-50.6% | $156,549-84.4% | $329,111-92.6% |
| Participation rate | 91.6% | 68.1%+23.5pp | 84.0%+7.6pp | 67.9%+23.8pp |
| Annual return | 8.52% | 23.25%-14.7pp | 32.23%-23.7pp | 16.35%-7.8pp |
| Employer contribution / active EE | $1,727 | $1,534+12.6% | $5,501-68.6% | $2,303-25.0% |
| Participant deferral / active EE | $3,195 | $2,920+9.4% | $4,871-34.4% | $3,682-13.2% |
| Admin fee / account holder | $26 | $51-47.9% | $13,027-99.8% | $754-96.5% |