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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,183 |
AXA EQUITABLE LIFE INSURANCE CO5+ 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 | $130,309 | $95,542+36.4% | $69,455+87.6% | $67,579+92.8% |
| Participation rate | 95.8% | 79.4%+16.5pp | 74.6%+21.2pp | 71.3%+24.6pp |
| Annual return | 18.71% | 17.67%+1.0pp | 28.97%-10.3pp | 378.56%-359.8pp |
| Employer contribution / active EE | $6,966 | $2,989+133.1% | $2,779+150.7% | $2,148+224.3% |
| Participant deferral / active EE | $8,303 | $3,263+154.5% | $3,535+134.9% | $3,539+134.6% |
| Admin fee / account holder | $98 | $90+8.9% | $3,839-97.5% | $142-31.2% |