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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,691 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $42,886 |
MORNINGSTAR3 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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,559 | $55,331-59.2% | $81,812-72.4% | $199,593-88.7% |
| Participation rate | 77.0% | 62.5%+14.5pp | 72.3%+4.7pp | 72.0%+5.1pp |
| Annual return | 12.76% | 19.59%-6.8pp | 773.79%-761.0pp | 34.25%-21.5pp |
| Employer contribution / active EE | $850 | $2,101-59.5% | $2,912-70.8% | $3,034-72.0% |
| Participant deferral / active EE | $2,057 | $3,283-37.3% | $4,319-52.4% | $5,087-59.6% |
| Admin fee / account holder | $131 | $346-62.1% | $7,386-98.2% | $269-51.3% |