Filed November 12, 2013 (most recent of 2 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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,289 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES LLC Service code 49 · EIN 06-1685865 | Other Services | $25,052 |
Employer 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 | $26,145 | $37,196-29.7% | $154,107-83.0% | $55,725-53.1% |
| Participation rate | 95.7% | 64.1%+31.6pp | 83.0%+12.6pp | 70.9%+24.8pp |
| Annual return | -7.02% | 1319.68%-1326.7pp | 735.12%-742.1pp | 244.93%-252.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,548 | $2,068+23.2% | $5,081-49.9% | $3,356-24.1% |
| Admin fee / account holder | $82 | $102-19.1% | $13,411-99.4% | $115-28.6% |