Filed October 26, 2015 (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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,101 |
DA DAVIDSON & CO1 year Filed as: D A DAVIDSON & CO Service code 27 · EIN 81-0139474 | Advisory (Plan) | $33,747 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,710 | $78,419-12.4% | $133,956-48.7% | $73,409-6.4% |
| Participation rate | 97.5% | 78.6%+18.9pp | 79.8%+17.6pp | 72.2%+25.3pp |
| Annual return | 17.27% | 33.35%-16.1pp | 45.09%-27.8pp | 59.29%-42.0pp |
| Employer contribution / active EE | $843 | $2,044-58.8% | $3,919-78.5% | $2,234-62.3% |
| Participant deferral / active EE | $5,365 | $3,925+36.7% | $5,048+6.3% | $3,805+41.0% |
| Admin fee / account holder | $113 | $161-30.0% | $8,927-98.7% | $158-28.4% |