Filed August 31, 2016
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 with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CLARK HILL PLC1+ years Service code 29 · EIN 38-0425840 | Legal | $45,635 |
PRUDENT FIDUCIARY SERVICES, LLC1+ years Filed as: PRUDENT FIDUCIARY SERVICES LLC Service code 25 · EIN 82-1818132 | Directed Trustee | $42,436 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 14 PO BOX 10308 · DES MOINES, IA 503069767 | Plan Administrator | $24,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,292 | $80,724+44.1% | $103,333+12.5% | $74,495+56.1% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 0.00% | 27.56%-27.6pp | 24.88%-24.9pp | 1364.94%-1364.9pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |