Filed May 10, 2017
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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.
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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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $484,493 |
AMERICAN FUNDS1+ years Filed as: CAPITAL STRATEGIES INVESTMENT GROUP Service code 16 · EIN 26-4789150 | Consulting | $49,590 |
LWBJ, LLP1+ years Service code 10 · EIN 42-1462849 | Accounting | $8,756 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,166 | $81,725-48.4% | $81,983-48.6% | $93,223-54.8% |
| Participation rate | 87.7% | 71.9%+15.8pp | 69.2%+18.5pp | 74.9%+12.8pp |
| Annual return | 15.15% | 20.25%-5.1pp | 41.31%-26.2pp | 19.29%-4.1pp |
| Employer contribution / active EE | $1,139 | $2,446-53.4% | $2,498-54.4% | $2,680-57.5% |
| Participant deferral / active EE | $4,244 | $3,747+13.3% | $3,722+14.0% | $4,563-7.0% |
| Admin fee / account holder | $95 | $92+3.6% | $5,664-98.3% | $79+20.5% |