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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,288 |
RSM US LLP5+ years Filed as: MCGLADREY WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $34,703 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,982 | $73,638-45.7% | $95,952-58.3% | $73,488-45.6% |
| Participation rate | 96.6% | 76.2%+20.5pp | 77.1%+19.6pp | 70.7%+25.9pp |
| Annual return | 24.05% | 16.78%+7.3pp | 91.61%-67.6pp | 28.51%-4.5pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,917 | $3,617+36.0% | $4,167+18.0% | $3,740+31.5% |
| Admin fee / account holder | $259 | $482-46.2% | $6,795-96.2% | $513-49.4% |