Filed February 2, 2013
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 | $117,687 |
WELLS FARGO BANK, N.A.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $63,376 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,151 | $106,028+5.8% | $146,958-23.7% | $77,643+44.4% |
| Participation rate | 92.9% | 78.4%+14.6pp | 82.2%+10.8pp | 70.6%+22.4pp |
| Annual return | 12.56% | 56.73%-44.2pp | 418.34%-405.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,440 | $4,063-64.6% | $4,933-70.8% | $2,726-47.2% |
| Participant deferral / active EE | $9,466 | $7,990+18.5% | $8,070+17.3% | $4,647+103.7% |
| Admin fee / account holder | $285 | $337-15.6% | $12,998-97.8% | $430-33.8% |