Filed January 13, 2016
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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,711 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-1590850 | Advisory (Plan) | $5,828 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,925 | $35,485-57.9% | $74,550-80.0% | $55,725-73.2% |
| Participation rate | 95.9% | 62.5%+33.4pp | 69.1%+26.8pp | 70.9%+25.1pp |
| Annual return | -6.28% | 0.72%-7.0pp | 32.53%-38.8pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,621 | $777+108.5% | $1,961-17.4% | $2,078-22.0% |
| Participant deferral / active EE | $2,457 | $2,181+12.7% | $3,108-21.0% | $3,356-26.8% |
| Admin fee / account holder | $107 | $114-6.6% | $5,060-97.9% | $115-7.3% |