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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,741 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $40,344 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
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 | $40,910 | $47,634-14.1% | $90,404-54.7% | $90,288-54.7% |
| Participation rate | 37.2% | 67.5%-30.3pp | 72.7%-35.5pp | 73.4%-36.1pp |
| Annual return | 14.93% | 19.61%-4.7pp | 1293.02%-1278.1pp | 53.97%-39.0pp |
| Employer contribution / active EE | $590 | $1,749-66.3% | $3,262-81.9% | $2,524-76.6% |
| Participant deferral / active EE | $1,223 | $2,824-56.7% | $3,963-69.1% | $4,232-71.1% |
| Admin fee / account holder | $267 | $106+151.8% | $5,611-95.2% | $114+134.1% |