Filed January 25, 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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,141 |
MARY HEART1 year Service code 13 · EIN 35-7979879 | Contract Administrator | $0 |
UBS FINANCIAL SERVICES INC3+ years Service code 49 · EIN 51-0120742 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,552 | $46,173-51.2% | $170,442-86.8% | $69,631-67.6% |
| Participation rate | 44.7% | 63.9%-19.2pp | 83.6%-38.9pp | 70.7%-26.0pp |
| Annual return | 15.82% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $241 | $1,610-85.0% | $5,433-95.6% | $2,032-88.1% |
| Participant deferral / active EE | $1,314 | $2,080-36.8% | $4,939-73.4% | $3,224-59.2% |
| Admin fee / account holder | $174 | $116+50.5% | $13,880-98.7% | $110+58.0% |