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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,902 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $39,381 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $30,201 | $43,113-29.9% | $82,719-63.5% | $77,904-61.2% |
| Participation rate | 44.8% | 63.8%-19.1pp | 72.6%-27.8pp | 73.7%-28.9pp |
| Annual return | -15.57% | 2.60%-18.2pp | 701.18%-716.7pp | 12.21%-27.8pp |
| Employer contribution / active EE | $598 | $1,924-68.9% | $3,009-80.1% | $2,848-79.0% |
| Participant deferral / active EE | $1,364 | $3,057-55.4% | $4,395-69.0% | $4,806-71.6% |
| Admin fee / account holder | $175 | $102+70.9% | $5,329-96.7% | $133+31.8% |