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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,457 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,292 |
MORNINGSTAR2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,805 | $52,660-52.9% | $86,612-71.4% | $80,160-69.1% |
| Participation rate | 65.1% | 62.4%+2.7pp | 71.7%-6.6pp | 72.9%-7.8pp |
| Annual return | 14.64% | 24.87%-10.2pp | 591.07%-576.4pp | 40.38%-25.7pp |
| Employer contribution / active EE | $663 | $2,140-69.0% | $3,022-78.1% | $2,978-77.7% |
| Participant deferral / active EE | $1,702 | $3,215-47.0% | $4,438-61.6% | $5,017-66.1% |
| Admin fee / account holder | $143 | $113+26.6% | $5,614-97.5% | $145-1.5% |