Filed September 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,933 |
STIFEL NICOLAUS & CO INC6 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $40,671 |
HUNGERFORD NICHOLS1 year Service code 10 · EIN 38-2184825 | Accounting | $19,328 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 5.6%-5.6pp |
| Annual return | -16.93% | -15.55%-1.4pp | -5.16%-11.8pp | 39.77%-56.7pp |
| Employer contribution / active EE | $3,807 | $14,317-73.4% | $31,020-87.7% | $19,959-80.9% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |