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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,833 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE 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 | $143,032 | $84,948+68.4% | $70,449+103.0% | $73,409+94.8% |
| Participation rate | 92.3% | 79.9%+12.3pp | 75.1%+17.2pp | 72.2%+20.1pp |
| Annual return | 13.18% | 13.39%-0.2pp | 109.03%-95.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $7,330 | $2,834+158.7% | $2,737+167.9% | $2,234+228.2% |
| Participant deferral / active EE | $8,969 | $3,387+164.8% | $3,709+141.8% | $3,805+135.7% |
| Admin fee / account holder | $87 | $98-11.5% | $3,845-97.7% | $158-45.0% |