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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $284,521 |
UBS FINANCIAL SERVICES INC3+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $155,000 |
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 | $30,769 | $48,835-37.0% | $170,442-81.9% | $177,276-82.6% |
| Participation rate | 94.1% | 72.1%+22.0pp | 83.6%+10.5pp | 74.8%+19.3pp |
| Annual return | 19.05% | 19.44%-0.4pp | 205.93%-186.9pp | 21.25%-2.2pp |
| Employer contribution / active EE | $1,889 | $1,798+5.0% | $5,433-65.2% | $2,479-23.8% |
| Participant deferral / active EE | $3,606 | $2,757+30.8% | $4,939-27.0% | $3,881-7.1% |
| Admin fee / account holder | $25 | $52-51.3% | $13,880-99.8% | $154-83.6% |