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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,328 |
EQUITABLE ADVISORS LLC3 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 | $134,487 | $79,124+70.0% | $60,874+120.9% | $64,808+107.5% |
| Participation rate | 94.8% | 77.7%+17.1pp | 73.1%+21.7pp | 71.5%+23.3pp |
| Annual return | -13.85% | -7.13%-6.7pp | 16.90%-30.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $8,023 | $3,050+163.1% | $2,701+197.0% | $2,506+220.2% |
| Participant deferral / active EE | $9,982 | $3,725+168.0% | $3,817+161.5% | $4,310+131.6% |
| Admin fee / account holder | $73 | $106-31.2% | $3,224-97.7% | $188-61.3% |