Filed December 8, 2015
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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,094 |
BAIRD INSURANCE SERVICES INC10+ years Service code 49 · EIN 39-1236032 | Other Services | $25,879 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $7,496 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,748 | $82,917-0.2% | $103,333-19.9% | $77,643+6.6% |
| Participation rate | 51.4% | 71.6%-20.2pp | 74.5%-23.1pp | 70.6%-19.2pp |
| Annual return | 12.47% | 19.13%-6.7pp | 24.88%-12.4pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,241 | $3,552-65.1% | $3,868-67.9% | $2,726-54.5% |
| Participant deferral / active EE | $1,810 | $4,108-55.9% | $5,057-64.2% | $4,647-61.1% |
| Admin fee / account holder | $270 | $638-57.7% | $8,355-96.8% | $430-37.3% |