Filed October 7, 2016
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,213 |
RSM US LLP4+ years Filed as: MCGLADREY WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $30,354 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,237 | $65,376-46.1% | $87,100-59.5% | $65,185-45.9% |
| Participation rate | 94.7% | 75.3%+19.4pp | 76.9%+17.8pp | 70.2%+24.5pp |
| Annual return | 21.19% | 31.27%-10.1pp | 28.19%-7.0pp | 29.38%-8.2pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,332 | $3,388+27.9% | $4,049+7.0% | $3,514+23.3% |
| Admin fee / account holder | $258 | $520-50.4% | $7,497-96.6% | $847-69.6% |