Filed August 4, 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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,150 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $807 |
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 | $107,206 | $68,408+56.7% | $57,179+87.5% | $57,658+85.9% |
| Participation rate | 92.7% | 79.1%+13.5pp | 75.3%+17.3pp | 70.2%+22.4pp |
| Annual return | 7.51% | 8.51%-1.0pp | 14.59%-7.1pp | 5.13%+2.4pp |
| Employer contribution / active EE | $6,576 | $2,869+129.2% | $2,682+145.2% | $1,974+233.2% |
| Participant deferral / active EE | $7,823 | $2,903+169.5% | $3,096+152.7% | $3,061+155.6% |
| Admin fee / account holder | $84 | $70+20.9% | $3,139-97.3% | $95-10.9% |