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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,132 |
Filed as: MMA SECURITES LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $25,924 |
COMPASS 360, LLC1 year Filed as: COMPASS RETIREMENT CONSULTING GROUP Service code 13 · EIN 20-4795685 | Contract Administrator | $10,428 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,036 | $98,727-49.3% | $113,168-55.8% | $85,563-41.5% |
| Participation rate | 80.0% | 80.8%-0.8pp | 76.6%+3.4pp | 66.0%+14.0pp |
| Annual return | 15.63% | 17.43%-1.8pp | 24.27%-8.6pp | 31.51%-15.9pp |
| Employer contribution / active EE | $1,915 | $2,907-34.1% | $2,975-35.6% | $2,654-27.8% |
| Participant deferral / active EE | $2,690 | $5,424-50.4% | $5,107-47.3% | $4,375-38.5% |
| Admin fee / account holder | $221 | $357-37.9% | $12,068-98.2% | $834-73.5% |