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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,128 |
EQUITABLE ADVISORS LLC5 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 | $175,738 | $91,762+91.5% | $67,502+160.3% | $77,643+126.3% |
| Participation rate | 94.2% | 75.9%+18.3pp | 72.9%+21.4pp | 70.6%+23.7pp |
| Annual return | 12.75% | 14.87%-2.1pp | 3512.12%-3499.4pp | 31.24%-18.5pp |
| Employer contribution / active EE | $8,170 | $3,181+156.8% | $2,731+199.2% | $2,726+199.7% |
| Participant deferral / active EE | $10,283 | $3,903+163.4% | $4,000+157.1% | $4,647+121.3% |
| Admin fee / account holder | $185 | $176+5.2% | $3,998-95.4% | $430-57.0% |