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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,890 |
EQUITABLE ADVISORS LLC2 years 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 | $158,176 | $94,833+66.8% | $75,696+109.0% | $86,799+82.2% |
| Participation rate | 94.9% | 79.1%+15.8pp | 74.8%+20.1pp | 72.3%+22.6pp |
| Annual return | 14.51% | 16.91%-2.4pp | 104.53%-90.0pp | 97.91%-83.4pp |
| Employer contribution / active EE | $7,603 | $2,904+161.8% | $2,743+177.2% | $2,405+216.1% |
| Participant deferral / active EE | $9,203 | $3,632+153.4% | $3,821+140.8% | $4,131+122.8% |
| Admin fee / account holder | $103 | $109-5.3% | $3,619-97.2% | $170-39.4% |