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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,167 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $21,981 |
Filed as: TEAL BECKER & CHIARAMONTE CPAS PC Service code 49 | Other Services | $6,104 |
Filed as: TEAL BECKER & CHIARAMONTE, CPAS PC Service code 49 · EIN 14-1624930 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | 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 | $65,564 | $101,955-35.7% | $112,887-41.9% | $71,457-8.2% |
| Participation rate | 94.4% | 82.1%+12.3pp | 80.5%+13.9pp | 67.9%+26.5pp |
| Annual return | 15.19% | 28.92%-13.7pp | 34.10%-18.9pp | 28.85%-13.7pp |
| Employer contribution / active EE | $2,776 | $4,743-41.5% | $4,563-39.2% | $2,588+7.3% |
| Participant deferral / active EE | $5,995 | $6,771-11.5% | $6,513-8.0% | $4,289+39.8% |
| Admin fee / account holder | $253 | $1,395-81.9% | $7,047-96.4% | $1,587-84.1% |