Filed November 29, 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 COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $72,833 |
Filed as: PROFESSIONAL FIDUCIARY SERVICES LLC Service code 31 · EIN 26-0225450 | Direct payment from the plan; Named f... | $18,000 |
BDO USA, LLP1+ years Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $15,796 |
ENTERPRISE BANK & TRUST1+ years Filed as: ESI ENTERPRISE SERVICES, INC. Service code 34 · EIN 39-1763393 | Direct payment from the plan; Valuati... | $10,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,824 | $37,039-41.1% | $147,614-85.2% | $59,188-63.1% |
| Participation rate | 95.5% | 63.8%+31.8pp | 84.6%+10.9pp | 69.4%+26.1pp |
| Annual return | 74.05% | 7.19%+66.9pp | 61.98%+12.1pp | 5.51%+68.5pp |
| Employer contribution / active EE | $334 | $1,353-75.3% | $5,564-94.0% | $2,098-84.1% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $58 | $60-3.3% | $11,611-99.5% | $92-36.9% |