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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,804 |
EQUITABLE ADVISORS LLC6 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 | $197,123 | $96,018+105.3% | $65,493+201.0% | $85,563+130.4% |
| Participation rate | 94.2% | 74.8%+19.4pp | 73.1%+21.1pp | 66.0%+28.2pp |
| Annual return | 15.70% | 14.51%+1.2pp | 982.45%-966.7pp | 31.51%-15.8pp |
| Employer contribution / active EE | $8,263 | $3,235+155.4% | $2,574+221.0% | $2,654+211.4% |
| Participant deferral / active EE | $10,581 | $4,055+161.0% | $3,961+167.1% | $4,375+141.8% |
| Admin fee / account holder | $94 | $271-65.4% | $5,028-98.1% | $834-88.8% |