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.3+ years Service code 49 · EIN 36-2916812 | Other Services | $15,790 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,844 | $46,173-72.2% | $170,442-92.5% | $69,631-81.6% |
| Participation rate | 55.5% | 63.9%-8.4pp | 83.6%-28.1pp | 70.7%-15.2pp |
| Annual return | 23.31% | 21.62%+1.7pp | 205.93%-182.6pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $319 | $1,610-80.2% | $5,433-94.1% | $2,032-84.3% |
| Participant deferral / active EE | $1,000 | $2,080-51.9% | $4,939-79.8% | $3,224-69.0% |
| Admin fee / account holder | $82 | $116-29.7% | $13,880-99.4% | $110-26.1% |