Filed January 12, 2015
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 | $53,322 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $18,107 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,654 | $37,591-37.1% | $90,645-73.9% | $55,725-57.6% |
| Participation rate | 73.4% | 66.4%+7.0pp | 74.0%-0.6pp | 70.9%+2.5pp |
| Annual return | -7.43% | -3.20%-4.2pp | 1.88%-9.3pp | 244.93%-252.4pp |
| Employer contribution / active EE | $669 | $1,302-48.6% | $2,532-73.6% | $2,078-67.8% |
| Participant deferral / active EE | $2,011 | $2,643-23.9% | $3,425-41.3% | $3,356-40.1% |
| Admin fee / account holder | $87 | $100-12.8% | $4,994-98.3% | $115-24.4% |