Filed October 11, 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 | $51,715 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $20,695 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 49 | Other Services | $5,748 |
Filed as: TEAL BECKER & CHIARAMONTE, CPAS PC Service code 49 · EIN 14-1624930 | Other Services | $300 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,649 | $99,016-42.8% | $93,789-39.6% | $66,914-15.3% |
| Participation rate | 93.9% | 82.1%+11.8pp | 81.0%+13.0pp | 69.8%+24.1pp |
| Annual return | -14.22% | -14.59%+0.4pp | -11.33%-2.9pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,772 | $4,769-41.9% | $4,323-35.9% | $2,544+8.9% |
| Participant deferral / active EE | $6,109 | $6,689-8.7% | $6,094+0.2% | $4,237+44.2% |
| Admin fee / account holder | $247 | $477-48.2% | $7,195-96.6% | $593-58.3% |