Filed January 17, 2014
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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,563 |
Filed as: COMMONWEALTH FINANCIAL Service code 26 · EIN 04-2675571 | Advisory (Participants) | $11,223 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463,252 | $130,141+256.0% | $86,677+434.5% | $77,904+494.6% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -10.61% | -12.75%+2.1pp | 35.91%-46.5pp | 12.21%-22.8pp |
| Employer contribution / active EE | $4,131 | $3,220+28.3% | $2,836+45.6% | $2,848+45.1% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $50 | $132-62.3% | $7,493-99.3% | $133-62.5% |