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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $277,219 |
UBS FINANCIAL SERVICES INC4+ years Service code 28 · EIN 13-2638166 | Investment Management | $124,000 |
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 | $29,600 | $44,007-32.7% | $154,107-80.8% | $68,904-57.0% |
| Participation rate | 95.6% | 70.0%+25.5pp | 83.0%+12.5pp | 74.1%+21.4pp |
| Annual return | -5.55% | 8.15%-13.7pp | 735.12%-740.7pp | 1.07%-6.6pp |
| Employer contribution / active EE | $1,943 | $1,732+12.2% | $5,298-63.3% | $2,540-23.5% |
| Participant deferral / active EE | $3,740 | $2,813+33.0% | $5,081-26.4% | $4,015-6.9% |
| Admin fee / account holder | $23 | $65-63.8% | $13,411-99.8% | $71-67.2% |