Filed December 20, 1
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 | $8,461 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $1,382 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,259 | $65,118-53.5% | $76,768-60.6% | $55,725-45.7% |
| Participation rate | 70.0% | 79.6%-9.6pp | 77.0%-7.0pp | 70.9%-0.9pp |
| Annual return | -8.14% | -1.27%-6.9pp | 2.43%-10.6pp | 244.93%-253.1pp |
| Employer contribution / active EE | $1,136 | $1,941-41.5% | $2,485-54.3% | $2,078-45.3% |
| Participant deferral / active EE | $1,537 | $3,688-58.3% | $3,852-60.1% | $3,356-54.2% |
| Admin fee / account holder | $43 | $116-63.1% | $6,675-99.4% | $115-62.9% |