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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,376 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $41,520 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,184 | $58,290-22.5% | $98,442-54.1% | $86,799-47.9% |
| Participation rate | 39.7% | 68.3%-28.6pp | 73.3%-33.6pp | 72.3%-32.6pp |
| Annual return | 12.47% | 43.48%-31.0pp | 1492.73%-1480.3pp | 97.91%-85.4pp |
| Employer contribution / active EE | $678 | $2,008-66.2% | $2,960-77.1% | $2,405-71.8% |
| Participant deferral / active EE | $1,540 | $3,152-51.2% | $4,276-64.0% | $4,131-62.7% |
| Admin fee / account holder | $244 | $138+77.3% | $5,949-95.9% | $170+44.0% |