Filed March 20, 2015
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 |
|---|---|---|
REGAL SECURITIES, INC.1+ years Service code 49 · EIN 36-2916812 | Other Services | $7,661 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,255 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,612 | $46,360-75.0% | $147,614-92.1% | $52,331-77.8% |
| Participation rate | 75.2% | 64.9%+10.2pp | 84.6%-9.5pp | 68.1%+7.1pp |
| Annual return | -0.70% | 1.62%-2.3pp | 61.98%-62.7pp | 4.54%-5.2pp |
| Employer contribution / active EE | $320 | $2,126-84.9% | $5,564-94.2% | $1,882-83.0% |
| Participant deferral / active EE | $1,154 | $2,258-48.9% | $4,895-76.4% | $3,022-61.8% |
| Admin fee / account holder | $65 | $766-91.6% | $11,611-99.4% | $592-89.1% |