Filed March 17, 2016 (most recent of 3 filings on file)
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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL Service code 15 · EIN 42-0127290 | Recordkeeping | $20,136 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 16 · EIN 20-4250161 | Consulting | $12,915 |
WIDMER ROEL PC3 years Filed as: WIDMER ROEL Service code 10 · EIN 45-0334950 | Accounting | $10,800 |
BALLARD SPAHR LLP3 years Filed as: BALLARD SPAHR Service code 29 · EIN 23-0382195 | Legal | $7,889 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,537 | $122,239+55.9% | $184,203+3.4% | $74,495+155.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.06% | 19.95%-2.9pp | 28.81%-11.7pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $6,518 | $4,537+43.7% | $6,427+1.4% | $2,623+148.5% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,131-100.0% | $4,346-100.0% |
| Admin fee / account holder | $250 | $1,260-80.2% | $13,901-98.2% | $1,942-87.1% |