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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $338,684 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $338,339 |
Filed as: COMMONWEALTH FINANCIAL Service code 13 · EIN 04-2675571 | Contract Administrator | $14,138 |
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 | $528,476 | $104,697+404.8% | $96,544+447.4% | $80,160+559.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 21.53% | 21.78%-0.3pp | 25.84%-4.3pp | 40.38%-18.9pp |
| Employer contribution / active EE | $4,564 | $3,536+29.1% | $2,965+53.9% | $2,978+53.3% |
| Participant deferral / active EE | $0 | $6,188-100.0% | $4,851-100.0% | $5,017-100.0% |
| Admin fee / account holder | $174 | $107+63.0% | $8,252-97.9% | $145+20.0% |