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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,737 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Service code 25 · EIN 13-5570651 | Directed Trustee | $0 |
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 | $114,247 | $70,083+63.0% | $59,878+90.8% | $55,725+105.0% |
| Participation rate | 90.3% | 78.4%+12.0pp | 74.7%+15.6pp | 70.9%+19.5pp |
| Annual return | -3.86% | 3.13%-7.0pp | 3.46%-7.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $6,500 | $2,878+125.8% | $2,722+138.8% | $2,078+212.8% |
| Participant deferral / active EE | $7,698 | $3,079+150.0% | $3,402+126.3% | $3,356+129.4% |
| Admin fee / account holder | $95 | $70+35.8% | $3,590-97.3% | $115-17.1% |