Filed March 21, 2014 (most recent of 2 filings on file)
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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,525 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,181 |
WILSHIRE ASSOCIATES INCORPORATED5+ years 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 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 | $34,541 | $44,794-22.9% | $90,281-61.7% | $77,787-55.6% |
| Participation rate | 34.1% | 66.6%-32.5pp | 73.3%-39.2pp | 73.2%-39.1pp |
| Annual return | 19.65% | 28.23%-8.6pp | 78.10%-58.4pp | 32.57%-12.9pp |
| Employer contribution / active EE | $500 | $1,809-72.4% | $2,854-82.5% | $2,504-80.0% |
| Participant deferral / active EE | $994 | $2,642-62.4% | $3,885-74.4% | $3,967-75.0% |
| Admin fee / account holder | $257 | $94+172.4% | $5,351-95.2% | $100+157.1% |