Filed October 11, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC. Service code 14 · EIN 39-1897480 | Plan Administrator | $18,137 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,840 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 49 · EIN 04-1590850 | Other Services | $10,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,927 | $37,196-65.2% | $154,107-91.6% | $55,725-76.8% |
| Participation rate | 18.9% | 64.1%-45.2pp | 83.0%-64.1pp | 70.9%-51.9pp |
| Annual return | -6.97% | 1319.68%-1326.7pp | 735.12%-742.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $32 | $1,614-98.0% | $5,298-99.4% | $2,078-98.5% |
| Participant deferral / active EE | $215 | $2,068-89.6% | $5,081-95.8% | $3,356-93.6% |
| Admin fee / account holder | $294 | $102+189.0% | $13,411-97.8% | $115+154.9% |