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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,478 |
EQUITABLE ADVISORS LLC4 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 | $159,502 | $83,884+90.1% | $64,056+149.0% | $74,419+114.3% |
| Participation rate | 93.7% | 76.6%+17.1pp | 72.3%+21.4pp | 70.7%+23.0pp |
| Annual return | 16.36% | 16.57%-0.2pp | 33.69%-17.3pp | 34.38%-18.0pp |
| Employer contribution / active EE | $7,996 | $3,084+159.3% | $2,747+191.1% | $2,637+203.2% |
| Participant deferral / active EE | $10,272 | $3,692+178.2% | $3,880+164.7% | $4,528+126.8% |
| Admin fee / account holder | $84 | $196-56.9% | $3,068-97.2% | $348-75.7% |