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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,240 |
RSM US LLP7+ years Filed as: MCGLADREY WEALTH MANAGEMENT LLC Service code 27 · EIN 41-1944416 | Advisory (Plan) | $41,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,985 | $65,435-37.4% | $86,677-52.7% | $66,914-38.7% |
| Participation rate | 95.7% | 75.5%+20.3pp | 76.6%+19.1pp | 69.8%+25.9pp |
| Annual return | -16.98% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,001 | $4,100+70.7% | $4,656+50.4% | $4,237+65.2% |
| Admin fee / account holder | $295 | $642-54.0% | $7,493-96.1% | $593-50.3% |