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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $165,297 |
VESTGEN ADVISORS LLC1 year Filed as: VESTGEN ADVISORS, LLC Service code 27 · EIN 37-2023726 | Advisory (Plan) | $38,127 |
COMMONWEALTH FINANCIAL NETWORK11+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $11,871 |
MORNINGSTAR4 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 | $24,087 | $63,770-62.2% | $71,209-66.2% | $102,872-76.6% |
| Participation rate | 83.0% | 61.0%+22.0pp | 73.8%+9.2pp | 73.0%+10.0pp |
| Annual return | 15.20% | 16.01%-0.8pp | 282.51%-267.3pp | 19.06%-3.9pp |
| Employer contribution / active EE | $953 | $2,367-59.7% | $2,721-65.0% | $3,526-73.0% |
| Participant deferral / active EE | $2,188 | $3,587-39.0% | $4,175-47.6% | $5,535-60.5% |
| Admin fee / account holder | $139 | $220-36.5% | $5,349-97.4% | $292-52.3% |