Filed July 29, 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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,426 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 26-4310632 | Investment Management | $48,603 |
TAX SHELTERED COMPENSATION, INC.10+ years Service code 49 · EIN 41-0955056 | Other Services | $24,070 |
CLIFTONLARSONALLEN LLP5 years Service code 10 | Accounting | $11,703 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $89,591 | $91,621-2.2% | $67,511+32.7% | $77,671+15.3% |
| Participation rate | 55.6% | 76.0%-20.4pp | 72.9%-17.3pp | 70.6%-15.0pp |
| Annual return | 11.94% | 14.87%-2.9pp | 3517.41%-3505.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $1,401 | $3,184-56.0% | $2,733-48.7% | $2,726-48.6% |
| Participant deferral / active EE | $3,035 | $3,906-22.3% | $4,000-24.1% | $4,648-34.7% |
| Admin fee / account holder | $143 | $176-18.7% | $3,999-96.4% | $430-66.7% |